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UGPSX vs UOPIX
UGPSX vs UOPIX Comparison Chart in %
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UGPSX vs. UOPIX commentary
Nov 20, 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 Hold and UOPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.43B vs. UGPSX (28.8M). UGPSX pays higher dividends than UOPIX: UGPSX (1.16) vs UOPIX (0.34). 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 (52.00). UGPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UGPSX annual gain was more profitable for investors over the last year : 37.67 vs. UOPIX (27.81). UOPIX return over 5 years is better than : 94.22 vs. UGPSX (-87.26).
| 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 | 50.383 | 23.385 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.8M | 1.43B | 2% |
| Annual Yield % from dividends | 1.16 | 0.34 | 343% |
| Returns for 1 year | 37.67 | 27.81 | 135% |
| Returns for 3 years | 24.67 | 210.06 | 12% |
| Returns for 5 years | -87.26 | 94.22 | -93% |
| Returns for 10 years | -74.13 | 718.85 | -10% |
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