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UGPSX vs UOPSX
UGPSX vs UOPSX Comparison Chart in %
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UGPSX vs. UOPSX commentary
Aug 08, 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 UOPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.2B vs. UGPSX (24.9M). UGPSX pays higher dividends than UOPSX: UGPSX (1.54) vs UOPSX (0.00). UGPSX was incepted earlier than UOPSX: UGPSX (18 years) vs UOPSX (28 years). UGPSX (2.80) is less costly to investors than UOPSX (2.53). UGPSX is a more actively managed with annual turnover of: 159.00 vs. UOPSX (22.00). UGPSX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 50.18 vs. UGPSX (37.29). UOPSX return over 5 years is better than : 73.50 vs. UGPSX (-85.51).
| UGPSX | UOPSX | UGPSX / UOPSX | |
| Total Expense Ratio | 2.80 | 2.53 | 111% |
| Annual Report Gross Expense Ratio | 2.80 | 2.53 | 111% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 27.546 | 13.209 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.9M | 1.2B | 2% |
| Annual Yield % from dividends | 1.54 | 0.00 | - |
| Returns for 1 year | 37.29 | 50.18 | 74% |
| Returns for 3 years | -24.32 | 105.48 | -23% |
| Returns for 5 years | -85.51 | 73.50 | -116% |
| Returns for 10 years | -80.15 | 525.01 | -15% |
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