Interact to see
Advertisement
Advertisement
SMPIX vs UOPIX
SMPIX vs UOPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMPIX vs. UOPIX commentary
Oct 10, 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 StrongBuy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.3B vs. SMPIX (534M). UOPIX pays higher dividends than SMPIX: UOPIX (0.37) vs SMPIX (0.10). 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. UOPIX (34.88) and SMPIX (34.81) have marching annual gain over last year. SMPIX return over 5 years is better than : 547.78 vs. UOPIX (108.55).
| 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 | 55.657 | 28.066 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 534M | 1.3B | 41% |
| Annual Yield % from dividends | 0.10 | 0.37 | 27% |
| Returns for 1 year | 34.81 | 34.88 | 100% |
| Returns for 3 years | 754.42 | 260.93 | 289% |
| Returns for 5 years | 547.78 | 108.55 | 505% |
| Returns for 10 years | 2249.91 | 870.89 | 258% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement