UGPSX
Price
$16.17
Change
+$0.70 (+4.52%)
Updated
Jun 2 closing price
Net Assets
23.12M
UOPSX
Price
$111.60
Change
+$1.04 (+0.94%)
Updated
Jun 2 closing price
Net Assets
1.59B
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UGPSX vs UOPSX

Header iconUGPSX vs UOPSX Comparison
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UGPSX vs UOPSX Comparison Chart in %
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UGPSX vs. UOPSX 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 UOPSX is a Buy.

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FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.59B vs. UGPSX (23.1M). UGPSX pays higher dividends than UOPSX: UGPSX (8.75) vs UOPSX (0.00). UGPSX was incepted earlier than UOPSX: UGPSX (18 years) vs UOPSX (29 years). UGPSX (2.70) is less costly to investors than UOPSX (2.45). UGPSX is a more actively managed with annual turnover of: 254.00 vs. UOPSX (52.00). UGPSX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 43.77 vs. UGPSX (-14.51). UOPSX return over 5 years is better than : 76.30 vs. UGPSX (-89.38).
UGPSXUOPSXUGPSX / UOPSX
Total Expense Ratio2.702.45110%
Annual Report Gross Expense Ratio2.702.45110%
Fund Existence18 years29 years-
Gain YTD-28.54540.519-70%
Front LoadN/AN/A-
Min. Initial Investment1500015000100%
Min. Initial Investment IRAN/AN/A-
Net Assets23.1M1.59B1%
Annual Yield % from dividends8.750.00-
Returns for 1 year-14.5143.77-33%
Returns for 3 years-20.66148.84-14%
Returns for 5 years-89.3876.30-117%
Returns for 10 years-78.78731.70-11%
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