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SOPIX vs USPIX
SOPIX vs USPIX Comparison
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SOPIX vs USPIX Comparison Chart in %
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SOPIX vs. USPIX commentary
Sep 13, 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 SOPIX is a Hold and USPIX is a Hold.
FUNDAMENTALS
Fundamentals
USPIX has more cash in the bank: 13.2M vs. SOPIX (2.92M). USPIX pays higher dividends than SOPIX: USPIX (3.92) vs SOPIX (2.48). SOPIX was incepted earlier than USPIX: SOPIX (24 years) vs USPIX (28 years). SOPIX (3.18) is less costly to investors than USPIX (1.96). SOPIX (15000) and USPIX (15000) have matching initial minimum investment requirements. SOPIX (15000) and USPIX (15000) have similar IRA initial investment minimum. SOPIX annual gain was more profitable for investors over the last year : -16.96 vs. USPIX (-35.15). SOPIX return over 5 years is better than : -48.32 vs. USPIX (-82.05).
| SOPIX | USPIX | SOPIX / USPIX | |
| Total Expense Ratio | 1.78 | 1.78 | 100% |
| Annual Report Gross Expense Ratio | 3.18 | 1.96 | 162% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -13.478 | -28.407 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | 15000 | 15000 | 100% |
| Net Assets | 2.92M | 13.2M | 22% |
| Annual Yield % from dividends | 2.48 | 3.92 | 63% |
| Returns for 1 year | -16.96 | -35.15 | 48% |
| Returns for 3 years | -43.40 | -74.56 | 58% |
| Returns for 5 years | -48.32 | -82.05 | 59% |
| Returns for 10 years | -88.07 | -99.24 | 89% |
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