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SMPIX vs UOPSX
SMPIX vs UOPSX Comparison
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SMPIX vs UOPSX Comparison Chart in %
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SMPIX vs. UOPSX commentary
Jul 14, 2026
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: 1.43B vs. SMPIX (788M). SMPIX pays higher dividends than UOPSX: SMPIX (0.06) vs UOPSX (0.00). SMPIX was incepted earlier than UOPSX: SMPIX (26 years) vs UOPSX (29 years). UOPSX (2.45) is less costly to investors than SMPIX (1.46). 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 : 84.11 vs. UOPSX (21.31). SMPIX return over 5 years is better than : 535.02 vs. UOPSX (37.23).
| SMPIX | UOPSX | SMPIX / UOPSX | |
| Total Expense Ratio | 1.46 | 2.45 | 60% |
| Annual Report Gross Expense Ratio | 1.46 | 2.45 | 60% |
| Fund Existence | 26 years | 29 years | - |
| Gain YTD | 64.410 | 32.105 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 788M | 1.43B | 55% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | 84.11 | 21.31 | 395% |
| Returns for 3 years | 378.11 | 106.76 | 354% |
| Returns for 5 years | 535.02 | 37.23 | 1,437% |
| Returns for 10 years | 2692.32 | 659.52 | 408% |
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