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UOPIX vs UOPSX
UOPIX vs UOPSX Comparison Chart
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UOPIX vs. UOPSX commentary
May 23, 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 UOPIX is a Buy and UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX (1.03B) and UOPSX (1.03B) have equal amount of cash in the bank . UOPIX pays higher dividends than UOPSX: UOPIX (0.50) vs UOPSX (0.00). UOPIX was incepted earlier than UOPSX: UOPIX (27 years) vs UOPSX (27 years). UOPSX (2.53) is less costly to investors than UOPIX (1.53). UOPIX (22.00) and UOPSX (22.00) have comparable annual turnover. UOPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 12.25 vs. UOPSX (11.13). UOPIX return over 5 years is better than : 131.06 vs. UOPSX (98.71).
| UOPIX | UOPSX | UOPIX / UOPSX | |
| Total Expense Ratio | 1.53 | 2.53 | 60% |
| Annual Report Gross Expense Ratio | 1.53 | 2.53 | 60% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | -5.492 | -5.862 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 1.03B | 100% |
| Annual Yield % from dividends | 0.50 | 0.00 | 10,840% |
| Returns for 1 year | 12.25 | 11.13 | 110% |
| Returns for 3 years | 109.21 | 98.53 | 111% |
| Returns for 5 years | 131.06 | 98.71 | 133% |
| Returns for 10 years | 559.08 | 426.67 | 131% |
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