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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
Aug 24, 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: 1.45B vs. SMPIX (706M). 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 : 59.31 vs. UOPSX (13.03). SMPIX return over 5 years is better than : 478.68 vs. UOPSX (27.91).
| 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 | 49.343 | 25.928 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 706M | 1.45B | 49% |
| Annual Yield % from dividends | 0.07 | 0.00 | - |
| Returns for 1 year | 59.31 | 13.03 | 455% |
| Returns for 3 years | 359.86 | 117.04 | 307% |
| Returns for 5 years | 478.68 | 27.91 | 1,715% |
| Returns for 10 years | 2142.07 | 557.18 | 384% |
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