UDPIX
Price
$108.66
Change
+$2.14 (+2.01%)
Updated
Aug 21 closing price
Net Assets
50.24M
UOPSX
Price
$99.08
Change
+$0.65 (+0.66%)
Updated
Aug 21 closing price
Net Assets
1.45B
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UDPIX vs UOPSX

UDPIX vs UOPSX Comparison Chart in %
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UDPIX vs. UOPSX commentary
Aug 25, 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 UDPIX is a Buy and UOPSX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.45B vs. UDPIX (50.2M). UDPIX pays higher dividends than UOPSX: UDPIX (0.69) vs UOPSX (0.00). UDPIX was incepted earlier than UOPSX: UDPIX (24 years) vs UOPSX (29 years). UOPSX (2.45) is less costly to investors than UDPIX (1.53). UOPSX is a more actively managed with annual turnover of: 52.00 vs. UDPIX (45.00). UDPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UDPIX annual gain was more profitable for investors over the last year : 31.15 vs. UOPSX (13.03). UDPIX return over 5 years is better than : 64.72 vs. UOPSX (27.91).
UDPIXUOPSXUDPIX / UOPSX
Total Expense Ratio1.532.4562%
Annual Report Gross Expense Ratio1.532.4562%
Fund Existence24 years29 years-
Gain YTD19.06625.92874%
Front LoadN/AN/A-
Min. Initial Investment1500015000100%
Min. Initial Investment IRAN/AN/A-
Net Assets50.2M1.45B3%
Annual Yield % from dividends0.690.00-
Returns for 1 year31.1513.03239%
Returns for 3 years96.53117.0482%
Returns for 5 years64.7227.91232%
Returns for 10 years373.64557.1867%
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