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SMPSX vs UOPIX
SMPSX vs UOPIX Comparison Chart
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SMPSX vs. UOPIX commentary
Apr 10, 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 Hold and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 639M vs. SMPSX (199M). UOPIX pays higher dividends than SMPSX: UOPIX (0.50) vs SMPSX (0.00). SMPSX was incepted earlier than UOPIX: SMPSX (25 years) vs UOPIX (27 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 : -20.49 vs. SMPSX (-34.82). SMPSX return over 5 years is better than : 267.39 vs. UOPIX (101.57).
| 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 | 27 years | - |
| Gain YTD | -42.092 | -36.145 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 199M | 639M | 31% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | -34.82 | -20.49 | 170% |
| Returns for 3 years | 60.54 | -2.60 | -2,332% |
| Returns for 5 years | 267.39 | 101.57 | 263% |
| Returns for 10 years | 395.16 | 366.08 | 108% |
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