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SMPIX vs UOPSX
SMPIX vs UOPSX Comparison Chart in %
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SMPIX vs. UOPSX commentary
Nov 20, 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: 1.54B vs. SMPIX (532M). SMPIX pays higher dividends than UOPSX: SMPIX (0.09) 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: 205.00 vs. UOPSX (52.00). SMPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. SMPIX annual gain was more profitable for investors over the last year : 35.70 vs. UOPSX (25.22). SMPIX return over 5 years is better than : 498.57 vs. UOPSX (65.30).
| 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 | 51.787 | 21.025 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 532M | 1.54B | 34% |
| Annual Yield % from dividends | 0.09 | 0.00 | - |
| Returns for 1 year | 35.70 | 25.22 | 142% |
| Returns for 3 years | 538.13 | 191.15 | 282% |
| Returns for 5 years | 498.57 | 65.30 | 763% |
| Returns for 10 years | 1948.75 | 547.52 | 356% |