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UGPSX vs UOPIX
UGPSX vs UOPIX Comparison Chart in %
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UGPSX vs. UOPIX commentary
Aug 29, 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 UGPSX is a Buy and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.14B vs. UGPSX (29.2M). UGPSX pays higher dividends than UOPIX: UGPSX (1.54) vs UOPIX (0.00). UGPSX was incepted earlier than UOPIX: UGPSX (18 years) vs UOPIX (28 years). UGPSX (2.80) is less costly to investors than UOPIX (1.53). UGPSX is a more actively managed with annual turnover of: 159.00 vs. UOPIX (22.00). UGPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UGPSX annual gain was more profitable for investors over the last year : 71.12 vs. UOPIX (32.43). UOPIX return over 5 years is better than : 77.45 vs. UGPSX (-86.69).
| UGPSX | UOPIX | UGPSX / UOPIX | |
| Total Expense Ratio | 2.80 | 1.53 | 183% |
| Annual Report Gross Expense Ratio | 2.80 | 1.53 | 183% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 37.552 | 15.916 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.2M | 1.14B | 3% |
| Annual Yield % from dividends | 1.54 | 0.00 | - |
| Returns for 1 year | 71.12 | 32.43 | 219% |
| Returns for 3 years | -26.27 | 146.45 | -18% |
| Returns for 5 years | -86.69 | 77.45 | -112% |
| Returns for 10 years | -70.54 | 817.48 | -9% |
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