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SMPIX vs UOPIX
SMPIX vs UOPIX Comparison Chart in %
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SMPIX vs. UOPIX commentary
Sep 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SMPIX is a Hold and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.24B vs. SMPIX (487M). SMPIX pays higher dividends than UOPIX: SMPIX (0.11) vs UOPIX (0.00). SMPIX was incepted earlier than UOPIX: SMPIX (25 years) vs UOPIX (28 years). UOPIX (1.53) and SMPIX (1.52) have similar cost to investors . SMPIX is a more actively managed with annual turnover of: 189.00 vs. UOPIX (22.00). SMPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. SMPIX annual gain was more profitable for investors over the last year : 42.44 vs. UOPIX (36.60). SMPIX return over 5 years is better than : 578.35 vs. UOPIX (123.00).
| SMPIX | UOPIX | SMPIX / UOPIX | |
| Total Expense Ratio | 1.52 | 1.53 | 99% |
| Annual Report Gross Expense Ratio | 1.52 | 1.53 | 99% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 39.463 | 19.878 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 487M | 1.24B | 39% |
| Annual Yield % from dividends | 0.11 | 0.00 | - |
| Returns for 1 year | 42.44 | 36.60 | 116% |
| Returns for 3 years | 533.07 | 184.42 | 289% |
| Returns for 5 years | 578.35 | 123.00 | 470% |
| Returns for 10 years | 2136.14 | 830.90 | 257% |