Interact to see
Advertisement
Advertisement
SMPSX vs UOPSX
SMPSX vs UOPSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMPSX vs. UOPSX commentary
Jun 20, 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 UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.07B vs. SMPSX (357M). UOPSX pays higher dividends than SMPSX: UOPSX (0.00) vs SMPSX (0.00). SMPSX was incepted earlier than UOPSX: SMPSX (25 years) vs UOPSX (28 years). UOPSX (2.53) and SMPSX (2.52) have similar cost to investors . SMPSX is a more actively managed with annual turnover of: 189.00 vs. UOPSX (22.00). SMPSX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 4.18 vs. SMPSX (-24.33). SMPSX return over 5 years is better than : 408.38 vs. UOPSX (86.74).
| SMPSX | UOPSX | SMPSX / UOPSX | |
| Total Expense Ratio | 2.52 | 2.53 | 100% |
| Annual Report Gross Expense Ratio | 2.52 | 2.53 | 100% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 3.981 | -0.660 | -603% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 1.07B | 33% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -24.33 | 4.18 | -582% |
| Returns for 3 years | 311.97 | 142.31 | 219% |
| Returns for 5 years | 408.38 | 86.74 | 471% |
| Returns for 10 years | 763.41 | 460.82 | 166% |