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UDPIX vs UOPSX
UDPIX vs UOPSX Comparison Chart
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UDPIX vs. UOPSX commentary
Jun 04, 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 UDPIX is a Buy and UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.01B vs. UDPIX (36.3M). UDPIX pays higher dividends than UOPSX: UDPIX (0.91) vs UOPSX (0.00). UDPIX was incepted earlier than UOPSX: UDPIX (23 years) vs UOPSX (28 years). UOPSX (2.53) is less costly to investors than UDPIX (1.61). UDPIX is a more actively managed with annual turnover of: 28.00 vs. UOPSX (22.00). UDPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 16.82 vs. UDPIX (10.64). UOPSX (97.08) and UDPIX (94.94) have equivalent 5 years return.
| UDPIX | UOPSX | UDPIX / UOPSX | |
| Total Expense Ratio | 1.61 | 2.53 | 64% |
| Annual Report Gross Expense Ratio | 1.61 | 2.53 | 64% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -4.656 | -2.424 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3M | 1.01B | 4% |
| Annual Yield % from dividends | 0.91 | 0.00 | 23,173% |
| Returns for 1 year | 10.64 | 16.82 | 63% |
| Returns for 3 years | 38.81 | 90.06 | 43% |
| Returns for 5 years | 94.94 | 97.08 | 98% |
| Returns for 10 years | 253.03 | 458.80 | 55% |
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