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SMPIX vs UOPSX
SMPIX vs UOPSX Comparison Chart in %
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SMPIX vs. UOPSX commentary
Sep 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.24B vs. SMPIX (487M). 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 : 42.44 vs. UOPSX (33.84). SMPIX return over 5 years is better than : 578.35 vs. UOPSX (89.80).
| 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 | 39.463 | 17.777 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 487M | 1.24B | 39% |
| Annual Yield % from dividends | 0.11 | 0.00 | - |
| Returns for 1 year | 42.44 | 33.84 | 125% |
| Returns for 3 years | 533.07 | 167.11 | 319% |
| Returns for 5 years | 578.35 | 89.80 | 644% |
| Returns for 10 years | 2136.14 | 636.18 | 336% |
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