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SMPIX vs UOPSX
SMPIX vs UOPSX Comparison Chart
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SMPIX vs. UOPSX commentary
Apr 25, 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: 781M vs. SMPIX (224M). SMPIX pays higher dividends than UOPSX: SMPIX (0.19) vs UOPSX (0.00). SMPIX was incepted earlier than UOPSX: SMPIX (25 years) vs UOPSX (27 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 : -0.31 vs. SMPIX (-12.90). SMPIX return over 5 years is better than : 327.85 vs. UOPSX (79.98).
| 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 | 27 years | - |
| Gain YTD | -34.927 | -25.377 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 781M | 29% |
| Annual Yield % from dividends | 0.19 | 0.00 | 4,061% |
| Returns for 1 year | -12.90 | -0.31 | 4,228% |
| Returns for 3 years | 112.55 | 22.09 | 510% |
| Returns for 5 years | 327.85 | 79.98 | 410% |
| Returns for 10 years | 772.47 | 317.73 | 243% |