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UGPSX vs UOPIX
UGPSX vs UOPIX Comparison Chart
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UGPSX vs. UOPIX commentary
Apr 04, 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: 839M vs. UGPSX (28.8M). UGPSX pays higher dividends than UOPIX: UGPSX (1.39) vs UOPIX (0.50). UGPSX was incepted earlier than UOPIX: UGPSX (17 years) vs UOPIX (27 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 : 34.32 vs. UOPIX (5.22). UOPIX return over 5 years is better than : 217.86 vs. UGPSX (-72.04).
| UGPSX | UOPIX | UGPSX / UOPIX | |
| Total Expense Ratio | 2.80 | 1.53 | 183% |
| Annual Report Gross Expense Ratio | 2.80 | 1.53 | 183% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 42.613 | -15.453 | -276% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.8M | 839M | 3% |
| Annual Yield % from dividends | 1.39 | 0.50 | 276% |
| Returns for 1 year | 34.32 | 5.22 | 657% |
| Returns for 3 years | -39.47 | 15.11 | -261% |
| Returns for 5 years | -72.04 | 217.86 | -33% |
| Returns for 10 years | -79.60 | 537.47 | -15% |
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