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Compare trend and price UOPIX vs UTPSX
UOPIX vs UTPSX Comparison
Open Charts UOPIX vs UTPSX
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UOPIX vs UTPSX Comparison Chart
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UOPIX vs. UTPSX commentary
Nov 29, 2023
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 Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 628M vs. UTPSX (7.24M). UOPIX (0.00) and UTPSX (0.00) have matching dividends . UOPIX was incepted earlier than UTPSX: UOPIX (26 years) vs UTPSX (23 years). UTPSX (2.70) is less costly to investors than UOPIX (1.47). UOPIX is a more actively managed with annual turnover of: 60.00 vs. UTPSX (53.00). UOPIX (15000) and UTPSX (15000) have matching initial minimum investment requirements. UOPIX (15000) and UTPSX (15000) have similar IRA initial investment minimum. UOPIX annual gain was more profitable for investors over the last year : 63.86 vs. UTPSX (-17.38). UOPIX return over 5 years is better than : 16.15 vs. UTPSX (9.00).
| UOPIX | UTPSX | UOPIX / UTPSX | |
| Total Expense Ratio | 1.47 | 2.70 | 54% |
| Annual Report Gross Expense Ratio | 1.47 | 2.70 | 54% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 96.168 | -18.233 | -527% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | 15000 | 15000 | 100% |
| Net Assets | 628M | 7.24M | 8,672% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 63.86 | -17.38 | -367% |
| Returns for 3 years | -51.74 | -4.89 | 1,059% |
| Returns for 5 years | 16.15 | 9.00 | 179% |
| Returns for 10 years | 264.77 | 102.91 | 257% |
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