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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 24, 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: 1.45B vs. SMPIX (706M). 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 : 59.31 vs. UOPIX (24.43). SMPIX return over 5 years is better than : 478.68 vs. UOPIX (57.72).
| 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 | 49.343 | 26.699 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 706M | 1.45B | 49% |
| Annual Yield % from dividends | 0.07 | 0.31 | 23% |
| Returns for 1 year | 59.31 | 24.43 | 243% |
| Returns for 3 years | 359.86 | 143.77 | 250% |
| Returns for 5 years | 478.68 | 57.72 | 829% |
| Returns for 10 years | 2142.07 | 796.23 | 269% |
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