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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 04, 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: 1.3B vs. SMPIX (658M). 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 : 52.65 vs. UOPSX (8.86). SMPIX return over 5 years is better than : 412.59 vs. UOPSX (19.79).
| 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 | 41.260 | 17.844 | 231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 658M | 1.3B | 50% |
| Annual Yield % from dividends | 0.07 | 0.00 | - |
| Returns for 1 year | 52.65 | 8.86 | 594% |
| Returns for 3 years | 318.49 | 92.73 | 343% |
| Returns for 5 years | 412.59 | 19.79 | 2,084% |
| Returns for 10 years | 2109.35 | 522.07 | 404% |
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