Interact to see
Advertisement
Advertisement
SMPIX vs UOPIX
SMPIX vs UOPIX Comparison
Open Charts SMPIX vs UOPIX
SMPIX vs UOPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMPIX vs. UOPIX commentary
Jun 23, 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 Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.55B vs. SMPIX (853M). UOPIX pays higher dividends than SMPIX: UOPIX (0.27) vs SMPIX (0.06). 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 : 136.92 vs. UOPIX (54.34). SMPIX return over 5 years is better than : 615.27 vs. UOPIX (92.64).
| 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 | 78.254 | 38.907 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 853M | 1.55B | 55% |
| Annual Yield % from dividends | 0.06 | 0.27 | 22% |
| Returns for 1 year | 136.92 | 54.34 | 252% |
| Returns for 3 years | 471.56 | 164.05 | 287% |
| Returns for 5 years | 615.27 | 92.64 | 664% |
| Returns for 10 years | 3312.36 | 1141.06 | 290% |
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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RINYX | 53.24 | N/A | N/A |
| Russell Inv International Devd Mkts Y | |||
| CBLSX | 11.07 | N/A | N/A |
| Allspring Large Cap Value Inst | |||
| DRMCX | 6.83 | N/A | N/A |
| Virtus Silvant Mid-Cap Growth Inst | |||
| PRJBX | 41.92 | N/A | N/A |
| PGIM Jennison Global Opportunities R2 | |||
| RNPEX | 73.61 | -0.11 | -0.15% |
| American Funds New Perspective R4 | |||