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ULPIX vs UOPSX
ULPIX vs UOPSX Comparison Chart in %
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ULPIX vs. UOPSX commentary
Jul 02, 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 ULPIX is a Buy and UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.17B vs. ULPIX (159M). ULPIX pays higher dividends than UOPSX: ULPIX (0.59) vs UOPSX (0.00). ULPIX was incepted earlier than UOPSX: ULPIX (28 years) vs UOPSX (28 years). UOPSX (2.53) is less costly to investors than ULPIX (1.53). ULPIX is a more actively managed with annual turnover of: 217.00 vs. UOPSX (22.00). ULPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX (14.74) and ULPIX (14.46) have marching annual gain over last year. ULPIX return over 5 years is better than : 122.18 vs. UOPSX (90.75).
| ULPIX | UOPSX | ULPIX / UOPSX | |
| Total Expense Ratio | 1.53 | 2.53 | 60% |
| Annual Report Gross Expense Ratio | 1.53 | 2.53 | 60% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 4.704 | 6.700 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159M | 1.17B | 14% |
| Annual Yield % from dividends | 0.59 | 0.00 | 16,801% |
| Returns for 1 year | 14.46 | 14.74 | 98% |
| Returns for 3 years | 86.49 | 147.03 | 59% |
| Returns for 5 years | 122.18 | 90.75 | 135% |
| Returns for 10 years | 318.36 | 525.13 | 61% |
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