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UOPIX vs UTPSX
UOPIX vs UTPSX Comparison Chart
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UOPIX vs. UTPSX commentary
Jun 14, 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 UTPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.08B vs. UTPSX (9.27M). UOPIX pays higher dividends than UTPSX: UOPIX (0.43) vs UTPSX (0.00). UOPIX was incepted earlier than UTPSX: UOPIX (28 years) vs UTPSX (25 years). UTPSX (2.84) is less costly to investors than UOPIX (1.53). UTPSX is a more actively managed with annual turnover of: 35.00 vs. UOPIX (22.00). UOPIX (15000) and UTPSX (15000) have matching initial minimum investment requirements. UTPSX annual gain was more profitable for investors over the last year : 23.11 vs. UOPIX (10.85). UOPIX return over 5 years is better than : 137.13 vs. UTPSX (55.95).
| UOPIX | UTPSX | UOPIX / UTPSX | |
| Total Expense Ratio | 1.53 | 2.78 | 55% |
| Annual Report Gross Expense Ratio | 1.53 | 2.84 | 54% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 1.720 | 9.980 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 9.27M | 11,645% |
| Annual Yield % from dividends | 0.43 | 0.00 | - |
| Returns for 1 year | 10.85 | 23.11 | 47% |
| Returns for 3 years | 157.31 | 29.02 | 542% |
| Returns for 5 years | 137.13 | 55.95 | 245% |
| Returns for 10 years | 633.31 | 146.71 | 432% |
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