Ad is loading...
ULPSX vs UOPSX
ULPSX vs UOPSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ULPSX vs. UOPSX commentary
Apr 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 Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 723M vs. ULPSX (111M). ULPSX pays higher dividends than UOPSX: ULPSX (0.07) vs UOPSX (0.00). ULPSX was incepted earlier than UOPSX: ULPSX (27 years) vs UOPSX (27 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. ULPSX annual gain was more profitable for investors over the last year : -9.64 vs. UOPSX (-11.92). UOPSX return over 5 years is better than : 96.72 vs. ULPSX (75.94).
| ULPSX | UOPSX | ULPSX / UOPSX | |
| Total Expense Ratio | 2.53 | 2.53 | 100% |
| Annual Report Gross Expense Ratio | 2.53 | 2.53 | 100% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | -22.850 | -27.738 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 723M | 15% |
| Annual Yield % from dividends | 0.07 | 0.00 | 1,492% |
| Returns for 1 year | -9.64 | -11.92 | 81% |
| Returns for 3 years | -4.55 | 10.93 | -42% |
| Returns for 5 years | 75.94 | 96.72 | 79% |
| Returns for 10 years | 152.41 | 327.45 | 47% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FDRV | 12.01 | 0.42 | +3.60% |
| Fidelity Elctrc Vhcls & Ftr Trnsptn ETF | |||
| VSS | 113.05 | 3.04 | +2.76% |
| Vanguard FTSE All-Wld ex-US SmCp ETF | |||
| AIEQ | 35.05 | 0.66 | +1.91% |
| Amplify AI Powered Equity ETF | |||
| FNDB | 21.50 | 0.29 | +1.37% |
| Schwab Fundamental U.S. Broad Market ETF | |||
| MMT | 4.41 | 0.05 | +1.15% |
| MFS Multimarket Income Trust | |||