UGPIX
Price
$18.94
Change
+$0.82 (+4.53%)
Updated
Jun 2 closing price
Net Assets
23.12M
UOPSX
Price
$111.60
Change
+$1.04 (+0.94%)
Updated
Jun 2 closing price
Net Assets
1.59B
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UGPIX vs UOPSX

Header iconUGPIX vs UOPSX Comparison
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UGPIX vs UOPSX Comparison Chart in %
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UGPIX vs. UOPSX commentary
Jun 03, 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 UGPIX is a Hold and UOPSX is a Buy.

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FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.59B vs. UGPIX (23.1M). UGPIX pays higher dividends than UOPSX: UGPIX (8.67) vs UOPSX (0.00). UGPIX was incepted earlier than UOPSX: UGPIX (18 years) vs UOPSX (29 years). UOPSX (2.45) is less costly to investors than UGPIX (1.70). UGPIX is a more actively managed with annual turnover of: 254.00 vs. UOPSX (52.00). UGPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 43.77 vs. UGPIX (-13.71). UOPSX return over 5 years is better than : 76.30 vs. UGPIX (-88.84).
UGPIXUOPSXUGPIX / UOPSX
Total Expense Ratio1.702.4569%
Annual Report Gross Expense Ratio1.702.4569%
Fund Existence18 years29 years-
Gain YTD-28.26640.519-70%
Front LoadN/AN/A-
Min. Initial Investment1500015000100%
Min. Initial Investment IRAN/AN/A-
Net Assets23.1M1.59B1%
Annual Yield % from dividends8.670.00-
Returns for 1 year-13.7143.77-31%
Returns for 3 years-18.32148.84-12%
Returns for 5 years-88.8476.30-116%
Returns for 10 years-76.55731.70-10%
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