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ULPSX vs UOPSX
ULPSX vs UOPSX Comparison Chart in %
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ULPSX 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 ULPSX is a Buy and UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.18B vs. ULPSX (163M). ULPSX pays higher dividends than UOPSX: ULPSX (0.06) vs UOPSX (0.00). 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 : 19.20 vs. ULPSX (11.66). ULPSX (88.09) and UOPSX (86.34) 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 | 8.101 | 11.483 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 1.18B | 14% |
| Annual Yield % from dividends | 0.06 | 0.00 | 1,676% |
| Returns for 1 year | 11.66 | 19.20 | 61% |
| Returns for 3 years | 80.23 | 146.45 | 55% |
| Returns for 5 years | 88.09 | 86.34 | 102% |
| Returns for 10 years | 243.54 | 487.56 | 50% |
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