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UDPIX vs UOPSX
UDPIX vs UOPSX Comparison Chart
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UDPIX vs. UOPSX commentary
Apr 25, 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: 729M vs. UDPIX (32.1M). UDPIX pays higher dividends than UOPSX: UDPIX (0.91) vs UOPSX (0.00). UDPIX was incepted earlier than UOPSX: UDPIX (23 years) vs UOPSX (27 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 : -4.04 vs. UDPIX (-4.64). UDPIX return over 5 years is better than : 105.01 vs. UOPSX (72.18).
| 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 | 27 years | - |
| Gain YTD | -17.788 | -28.613 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.1M | 729M | 4% |
| Annual Yield % from dividends | 0.91 | 0.00 | 19,506% |
| Returns for 1 year | -4.64 | -4.04 | 115% |
| Returns for 3 years | 12.93 | 19.83 | 65% |
| Returns for 5 years | 105.01 | 72.18 | 145% |
| Returns for 10 years | 197.97 | 297.50 | 67% |
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