Interact to see
Advertisement
Advertisement
ULPIX vs UOPSX
ULPIX vs UOPSX Comparison
Open Charts ULPIX vs UOPSX
ULPIX vs UOPSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ULPIX vs. UOPSX commentary
Aug 03, 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 ULPIX is a StrongBuy and UOPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.3B vs. ULPIX (181M). ULPIX pays higher dividends than UOPSX: ULPIX (0.67) vs UOPSX (0.00). ULPIX was incepted earlier than UOPSX: ULPIX (29 years) vs UOPSX (29 years). UOPSX (2.45) is less costly to investors than ULPIX (1.47). ULPIX is a more actively managed with annual turnover of: 104.00 vs. UOPSX (52.00). ULPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. ULPIX annual gain was more profitable for investors over the last year : 21.82 vs. UOPSX (4.58). ULPIX return over 5 years is better than : 63.70 vs. UOPSX (21.70).
| ULPIX | UOPSX | ULPIX / UOPSX | |
| Total Expense Ratio | 1.47 | 2.45 | 60% |
| Annual Report Gross Expense Ratio | 1.47 | 2.45 | 60% |
| Fund Existence | 29 years | 29 years | - |
| Gain YTD | 15.778 | 17.844 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 1.3B | 14% |
| Annual Yield % from dividends | 0.67 | 0.00 | - |
| Returns for 1 year | 21.82 | 4.58 | 477% |
| Returns for 3 years | 97.37 | 81.80 | 119% |
| Returns for 5 years | 63.70 | 21.70 | 294% |
| Returns for 10 years | 400.95 | 541.96 | 74% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NEFFX | 84.45 | 0.98 | +1.17% |
| American Funds New Economy F-2 | |||
| BGAIX | 56.03 | 0.27 | +0.48% |
| Baron Global Opportunity Institutional | |||
| BIAYX | 12.40 | -0.05 | -0.40% |
| Brown Advisory Sustainable Sml-Cp Cr Inv | |||
| BIREX | 17.13 | -0.09 | -0.52% |
| BlackRock Real Estate Securities Instl | |||
| FSUTX | 132.69 | -0.72 | -0.54% |
| Fidelity Select Utilities | |||