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UGPSX vs UOPIX
UGPSX vs UOPIX Comparison
Open Charts UGPSX vs UOPIX
UGPSX vs UOPIX Comparison Chart in %
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UGPSX vs. UOPIX commentary
Jun 04, 2026
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: 1.59B vs. UGPSX (23.1M). UGPSX pays higher dividends than UOPIX: UGPSX (8.75) vs UOPIX (0.27). UGPSX was incepted earlier than UOPIX: UGPSX (18 years) vs UOPIX (29 years). UGPSX (2.70) is less costly to investors than UOPIX (1.45). UGPSX is a more actively managed with annual turnover of: 254.00 vs. UOPIX (52.00). UGPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 58.27 vs. UGPSX (-14.51). UOPIX return over 5 years is better than : 117.41 vs. UGPSX (-89.38).
| UGPSX | UOPIX | UGPSX / UOPIX | |
| Total Expense Ratio | 2.70 | 1.45 | 186% |
| Annual Report Gross Expense Ratio | 2.70 | 1.45 | 186% |
| Fund Existence | 18 years | 29 years | - |
| Gain YTD | -28.545 | 41.085 | -69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1M | 1.59B | 1% |
| Annual Yield % from dividends | 8.75 | 0.27 | 3,243% |
| Returns for 1 year | -14.51 | 58.27 | -25% |
| Returns for 3 years | -20.66 | 179.49 | -12% |
| Returns for 5 years | -89.38 | 117.41 | -76% |
| Returns for 10 years | -78.78 | 1034.30 | -8% |
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