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UGPSX vs UOPIX
UGPSX vs UOPIX Comparison Chart in %
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UGPSX vs. UOPIX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.27B vs. UGPSX (36.3M). UGPSX pays higher dividends than UOPIX: UGPSX (1.05) vs UOPIX (0.37). 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. UOPIX annual gain was more profitable for investors over the last year : 33.86 vs. UGPSX (18.65). UOPIX return over 5 years is better than : 103.76 vs. UGPSX (-81.62).
| 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 | 87.875 | 25.120 | 350% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3M | 1.27B | 3% |
| Annual Yield % from dividends | 1.05 | 0.37 | 283% |
| Returns for 1 year | 18.65 | 33.86 | 55% |
| Returns for 3 years | 46.83 | 245.27 | 19% |
| Returns for 5 years | -81.62 | 103.76 | -79% |
| Returns for 10 years | -62.80 | 853.69 | -7% |
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