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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
Sep 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 Buy and UOPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.41B vs. SMPIX (696M). SMPIX pays higher dividends than UOPSX: SMPIX (0.07) 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 : 48.62 vs. UOPSX (9.17). SMPIX return over 5 years is better than : 449.40 vs. UOPSX (22.40).
| 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 | 51.935 | 25.915 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696M | 1.41B | 49% |
| Annual Yield % from dividends | 0.07 | 0.00 | - |
| Returns for 1 year | 48.62 | 9.17 | 530% |
| Returns for 3 years | 371.63 | 107.56 | 345% |
| Returns for 5 years | 449.40 | 22.40 | 2,006% |
| Returns for 10 years | 2268.54 | 585.61 | 387% |
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