SMPSX
Price
$53.83
Change
-$3.57 (-6.22%)
Updated
Jul 13 closing price
Net Assets
788.18M
UOPSX
Price
$99.97
Change
-$3.97 (-3.82%)
Updated
Jul 13 closing price
Net Assets
1.43B
Interact to see
Advertisement

SMPSX vs UOPSX

SMPSX vs UOPSX Comparison Chart in %
View a ticker or compare two or three
VS
SMPSX vs. UOPSX commentary
Jul 14, 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 SMPSX is a Hold and UOPSX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.43B vs. SMPSX (788M). SMPSX (0.00) and UOPSX (0.00) have matching dividends . SMPSX was incepted earlier than UOPSX: SMPSX (26 years) vs UOPSX (29 years). SMPSX (2.46) and UOPSX (2.45) have similar cost to investors . SMPSX is a more actively managed with annual turnover of: 205.00 vs. UOPSX (52.00). SMPSX (15000) and UOPSX (15000) have matching initial minimum investment requirements. SMPSX annual gain was more profitable for investors over the last year : 70.63 vs. UOPSX (21.31). SMPSX return over 5 years is better than : 428.06 vs. UOPSX (37.23).
SMPSXUOPSXSMPSX / UOPSX
Total Expense Ratio2.462.45100%
Annual Report Gross Expense Ratio2.462.45100%
Fund Existence26 years29 years-
Gain YTD63.53332.105198%
Front LoadN/AN/A-
Min. Initial Investment1500015000100%
Min. Initial Investment IRAN/AN/A-
Net Assets788M1.43B55%
Annual Yield % from dividends0.000.00-
Returns for 1 year70.6321.31331%
Returns for 3 years311.47106.76292%
Returns for 5 years428.0637.231,150%
Returns for 10 years1619.21659.52246%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
LGVAX106.14N/A
N/A
ClearBridge Value A
LYRCX32.36N/A
N/A
Lyrical US Value Equity C
DLQIX15.31N/A
N/A
BNY Mellon Large Cap Equity I
FCIUX18.69-0.07
-0.37%
NYLI PineStone International Equity Cl I
AMPCX33.67-0.39
-1.15%
American Funds AMCAP C