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ULPSX vs UOPSX
ULPSX vs UOPSX Comparison Chart in %
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ULPSX vs. UOPSX commentary
Aug 12, 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 ULPSX is a Hold and UOPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.25B vs. ULPSX (204M). ULPSX (0.00) and UOPSX (0.00) have matching dividends . ULPSX was incepted earlier than UOPSX: ULPSX (28 years) vs UOPSX (28 years). ULPSX (2.53) and UOPSX (2.53) have similar cost to investors . ULPSX is a more actively managed with annual turnover of: 217.00 vs. UOPSX (22.00). ULPSX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 43.59 vs. ULPSX (26.13). UOPSX (77.54) and ULPSX (75.76) have equivalent 5 years return.
| ULPSX | UOPSX | ULPSX / UOPSX | |
| Total Expense Ratio | 2.53 | 2.53 | 100% |
| Annual Report Gross Expense Ratio | 2.53 | 2.53 | 100% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 10.788 | 16.039 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 204M | 1.25B | 16% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 26.13 | 43.59 | 60% |
| Returns for 3 years | 48.63 | 98.59 | 49% |
| Returns for 5 years | 75.76 | 77.54 | 98% |
| Returns for 10 years | 264.24 | 552.83 | 48% |
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