Interact to see
Advertisement
Advertisement
UGPSX vs UOPSX
UGPSX vs UOPSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UGPSX vs. UOPSX commentary
Jul 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 UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.17B vs. UGPSX (24.4M). UGPSX pays higher dividends than UOPSX: UGPSX (1.67) vs UOPSX (0.00). UGPSX was incepted earlier than UOPSX: UGPSX (17 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. UGPSX annual gain was more profitable for investors over the last year : 23.52 vs. UOPSX (17.42). UOPSX return over 5 years is better than : 83.56 vs. UGPSX (-85.25).
| UGPSX | UOPSX | UGPSX / UOPSX | |
| Total Expense Ratio | 2.80 | 2.53 | 111% |
| Annual Report Gross Expense Ratio | 2.80 | 2.53 | 111% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 26.015 | 9.821 | 265% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4M | 1.17B | 2% |
| Annual Yield % from dividends | 1.67 | 0.00 | 47,501% |
| Returns for 1 year | 23.52 | 17.42 | 135% |
| Returns for 3 years | -31.84 | 142.78 | -22% |
| Returns for 5 years | -85.25 | 83.56 | -102% |
| Returns for 10 years | -81.30 | 478.80 | -17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement