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SMPIX vs UOPIX
SMPIX vs UOPIX Comparison
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SMPIX vs UOPIX Comparison Chart in %
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SMPIX vs. UOPIX commentary
Aug 04, 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.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.3B vs. SMPIX (658M). UOPIX pays higher dividends than SMPIX: UOPIX (0.31) 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 : 52.65 vs. UOPIX (19.84). SMPIX return over 5 years is better than : 412.59 vs. UOPIX (47.69).
| SMPIX | UOPIX | SMPIX / UOPIX | |
| Total Expense Ratio | 1.46 | 1.45 | 101% |
| Annual Report Gross Expense Ratio | 1.46 | 1.45 | 101% |
| Fund Existence | 26 years | 29 years | - |
| Gain YTD | 41.260 | 18.501 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 658M | 1.3B | 50% |
| Annual Yield % from dividends | 0.07 | 0.31 | 23% |
| Returns for 1 year | 52.65 | 19.84 | 265% |
| Returns for 3 years | 318.49 | 116.47 | 273% |
| Returns for 5 years | 412.59 | 47.69 | 865% |
| Returns for 10 years | 2109.35 | 748.29 | 282% |
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