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SMPIX vs UOPSX
SMPIX vs UOPSX Comparison Chart
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SMPIX vs. UOPSX commentary
Jun 07, 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 UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.06B vs. SMPIX (346M). SMPIX pays higher dividends than UOPSX: SMPIX (0.15) vs UOPSX (0.00). SMPIX was incepted earlier than UOPSX: SMPIX (25 years) vs UOPSX (28 years). UOPSX (2.53) is less costly to investors than SMPIX (1.52). SMPIX is a more actively managed with annual turnover of: 189.00 vs. UOPSX (22.00). SMPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 12.35 vs. SMPIX (-9.60). SMPIX return over 5 years is better than : 426.14 vs. UOPSX (90.37).
| SMPIX | UOPSX | SMPIX / UOPSX | |
| Total Expense Ratio | 1.52 | 2.53 | 60% |
| Annual Report Gross Expense Ratio | 1.52 | 2.53 | 60% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | -0.246 | -1.967 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 346M | 1.06B | 33% |
| Annual Yield % from dividends | 0.15 | 0.00 | 3,825% |
| Returns for 1 year | -9.60 | 12.35 | -78% |
| Returns for 3 years | 225.70 | 86.30 | 262% |
| Returns for 5 years | 426.14 | 90.37 | 472% |
| Returns for 10 years | 1197.41 | 474.64 | 252% |
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