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SMPSX vs UOPIX
SMPSX vs UOPIX Comparison Chart
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SMPSX vs. UOPIX commentary
Jun 07, 2025
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 SMPSX is a StrongBuy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.06B vs. SMPSX (346M). UOPIX pays higher dividends than SMPSX: UOPIX (0.43) vs SMPSX (0.00). SMPSX was incepted earlier than UOPIX: SMPSX (25 years) vs UOPIX (28 years). SMPSX (2.52) is less costly to investors than UOPIX (1.53). SMPSX is a more actively managed with annual turnover of: 189.00 vs. UOPIX (22.00). SMPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 13.48 vs. SMPSX (-15.22). SMPSX return over 5 years is better than : 367.36 vs. UOPIX (121.35).
| SMPSX | UOPIX | SMPSX / UOPIX | |
| Total Expense Ratio | 2.52 | 1.53 | 165% |
| Annual Report Gross Expense Ratio | 2.52 | 1.53 | 165% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | -0.688 | -1.545 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 346M | 1.06B | 33% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | -15.22 | 13.48 | -113% |
| Returns for 3 years | 199.40 | 96.27 | 207% |
| Returns for 5 years | 367.36 | 121.35 | 303% |
| Returns for 10 years | 752.17 | 619.00 | 122% |
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