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UOPIX vs UTPSX
UOPIX vs UTPSX Comparison Chart in %
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UOPIX vs. UTPSX commentary
Aug 17, 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 StrongBuy and UTPSX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.24B vs. UTPSX (10M). UOPIX (0.00) and UTPSX (0.00) have matching dividends . 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. UOPIX annual gain was more profitable for investors over the last year : 32.08 vs. UTPSX (22.20). UOPIX return over 5 years is better than : 107.63 vs. UTPSX (60.79).
| 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 | 17.627 | 18.696 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 10M | 12,400% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 32.08 | 22.20 | 144% |
| Returns for 3 years | 108.77 | 10.33 | 1,052% |
| Returns for 5 years | 107.63 | 60.79 | 177% |
| Returns for 10 years | 718.24 | 140.67 | 511% |