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UDPIX vs UOPSX
UDPIX vs UOPSX Comparison Chart in %
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UDPIX vs. UOPSX commentary
Jul 18, 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: 1.19B vs. UDPIX (38.3M). UDPIX pays higher dividends than UOPSX: UDPIX (0.84) 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 : 10.30 vs. UDPIX (6.36). UDPIX return over 5 years is better than : 106.02 vs. UOPSX (83.22).
| 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 | 2.606 | 9.618 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.3M | 1.19B | 3% |
| Annual Yield % from dividends | 0.84 | 0.00 | 23,953% |
| Returns for 1 year | 6.36 | 10.30 | 62% |
| Returns for 3 years | 66.32 | 137.99 | 48% |
| Returns for 5 years | 106.02 | 83.22 | 127% |
| Returns for 10 years | 270.14 | 482.14 | 56% |
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