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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
Jun 23, 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 Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.55B vs. SMPIX (853M). 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 : 136.92 vs. UOPSX (40.22). SMPIX return over 5 years is better than : 615.27 vs. UOPSX (56.25).
| 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 | 78.254 | 38.294 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 853M | 1.55B | 55% |
| Annual Yield % from dividends | 0.06 | 0.00 | - |
| Returns for 1 year | 136.92 | 40.22 | 340% |
| Returns for 3 years | 471.56 | 135.11 | 349% |
| Returns for 5 years | 615.27 | 56.25 | 1,094% |
| Returns for 10 years | 3312.36 | 810.16 | 409% |
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