Interact to see
Advertisement
Advertisement
SMPIX vs UOPSX
SMPIX vs UOPSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMPIX vs. UOPSX commentary
Aug 02, 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 Hold and UOPSX is a Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.19B vs. SMPIX (454M). SMPIX pays higher dividends than UOPSX: SMPIX (0.11) 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. SMPIX annual gain was more profitable for investors over the last year : 39.14 vs. UOPSX (33.08). SMPIX return over 5 years is better than : 567.47 vs. UOPSX (79.76).
| 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 | 30.614 | 12.498 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 1.19B | 38% |
| Annual Yield % from dividends | 0.11 | 0.00 | - |
| Returns for 1 year | 39.14 | 33.08 | 118% |
| Returns for 3 years | 352.11 | 112.16 | 314% |
| Returns for 5 years | 567.47 | 79.76 | 711% |
| Returns for 10 years | 1910.76 | 522.76 | 366% |
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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ACWV | 116.79 | 0.50 | +0.43% |
| iShares MSCI Global Min Vol Factor ETF | |||
| XSEP | 40.83 | -0.16 | -0.40% |
| FT Vest U.S. Eq Enh & ModBufETF-Sep | |||
| NSI | 29.37 | -0.29 | -0.98% |
| National Security Emerging Mkts Idx ETF | |||
| CSM | 70.78 | -1.07 | -1.49% |
| ProShares Large Cap Core Plus | |||
| RDTE | 32.75 | -0.63 | -1.89% |
| Roundhill Russell 2000 0DTECovCllStgyETF | |||