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
Jul 03, 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: 1.16B vs. SMPIX (392M). UOPIX pays higher dividends than SMPIX: UOPIX (0.38) vs SMPIX (0.12). 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 annual gain was more profitable for investors over the last year : 15.90 vs. SMPIX (1.18). SMPIX return over 5 years is better than : 530.54 vs. UOPIX (121.69).
| 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 | 16.909 | 8.547 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 1.16B | 34% |
| Annual Yield % from dividends | 0.12 | 0.38 | 32% |
| Returns for 1 year | 1.18 | 15.90 | 7% |
| Returns for 3 years | 438.51 | 163.51 | 268% |
| Returns for 5 years | 530.54 | 121.69 | 436% |
| Returns for 10 years | 1498.87 | 691.87 | 217% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ABEQ | 34.56 | 0.27 | +0.78% |
| Absolute Select Value ETF | |||
| QQEW | 136.54 | 0.05 | +0.04% |
| First Trust NASDAQ-100 Equal Wtd ETF | |||
| JULM | 32.55 | 0.01 | +0.02% |
| FT Vest U.S. Eq Max Buffr ETF - Jul | |||
| EFR | 12.12 | N/A | N/A |
| Eaton Vance Senior Floating-Rate Fund | |||
| BCIL | 30.45 | -0.15 | -0.49% |
| Bancreek International Large Cap ETF | |||