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UGPSX vs UOPIX
UGPSX vs UOPIX Comparison Chart in %
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UGPSX vs. UOPIX commentary
Sep 19, 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: 1.24B vs. UGPSX (33.9M). UGPSX pays higher dividends than UOPIX: UGPSX (1.36) 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 : 97.57 vs. UOPIX (36.60). UOPIX return over 5 years is better than : 123.00 vs. UGPSX (-80.99).
| 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 | 78.870 | 19.878 | 397% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.9M | 1.24B | 3% |
| Annual Yield % from dividends | 1.36 | 0.00 | - |
| Returns for 1 year | 97.57 | 36.60 | 267% |
| Returns for 3 years | 16.24 | 184.42 | 9% |
| Returns for 5 years | -80.99 | 123.00 | -66% |
| Returns for 10 years | -60.40 | 830.90 | -7% |