SMPIX
Price
$84.40
Change
+$0.94 (+1.13%)
Updated
Sep 11 closing price
Net Assets
696.2M
UOPIX
Price
$158.96
Change
+$2.80 (+1.79%)
Updated
Sep 11 closing price
Net Assets
1.41B
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SMPIX vs UOPIX

SMPIX vs UOPIX Comparison Chart in %
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SMPIX vs. UOPIX commentary
Sep 14, 2026

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 Buy and UOPIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.41B vs. SMPIX (696M). UOPIX pays higher dividends than SMPIX: UOPIX (0.29) vs SMPIX (0.07). SMPIX was incepted earlier than UOPIX: SMPIX (26 years) vs UOPIX (29 years). SMPIX (1.46) and UOPIX (1.45) have similar cost to investors . SMPIX is a more actively managed with annual turnover of: 205.00 vs. UOPIX (52.00). SMPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. SMPIX annual gain was more profitable for investors over the last year : 48.62 vs. UOPIX (18.91). SMPIX return over 5 years is better than : 449.40 vs. UOPIX (50.92).
SMPIXUOPIXSMPIX / UOPIX
Total Expense Ratio1.461.45101%
Annual Report Gross Expense Ratio1.461.45101%
Fund Existence26 years29 years-
Gain YTD51.93526.762194%
Front LoadN/AN/A-
Min. Initial Investment1500015000100%
Min. Initial Investment IRAN/AN/A-
Net Assets696M1.41B49%
Annual Yield % from dividends0.070.2923%
Returns for 1 year48.6218.91257%
Returns for 3 years371.63133.15279%
Returns for 5 years449.4050.92882%
Returns for 10 years2268.54835.04272%
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