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UOPIX vs UTPSX
UOPIX vs UTPSX Comparison Chart
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UOPIX vs. UTPSX commentary
Apr 04, 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 Hold and UTPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 839M vs. UTPSX (12.6M). UOPIX pays higher dividends than UTPSX: UOPIX (0.50) vs UTPSX (0.00). UOPIX was incepted earlier than UTPSX: UOPIX (27 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 : 31.85 vs. UOPIX (5.22). UOPIX return over 5 years is better than : 217.86 vs. UTPSX (78.41).
| UOPIX | UTPSX | UOPIX / UTPSX | |
| Total Expense Ratio | 1.53 | 2.78 | 55% |
| Annual Report Gross Expense Ratio | 1.53 | 2.84 | 54% |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | -15.453 | 6.768 | -228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 839M | 12.6M | 6,659% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 5.22 | 31.85 | 16% |
| Returns for 3 years | 15.11 | 3.86 | 391% |
| Returns for 5 years | 217.86 | 78.41 | 278% |
| Returns for 10 years | 537.47 | 116.89 | 460% |
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