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ULPSX vs UOPSX
ULPSX vs UOPSX Comparison Chart
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ULPSX vs. UOPSX commentary
Jun 07, 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: 1.06B vs. ULPSX (149M). 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 : 12.35 vs. ULPSX (8.18). UOPSX return over 5 years is better than : 90.37 vs. ULPSX (70.34).
| 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 | -3.185 | -1.967 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 1.06B | 14% |
| Annual Yield % from dividends | 0.06 | 0.00 | 1,637% |
| Returns for 1 year | 8.18 | 12.35 | 66% |
| Returns for 3 years | 35.49 | 86.30 | 41% |
| Returns for 5 years | 70.34 | 90.37 | 78% |
| Returns for 10 years | 221.67 | 474.64 | 47% |
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