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UOPIX vs UUPSX
UOPIX vs UUPSX Comparison Chart in %
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UOPIX vs. UUPSX commentary
Jul 18, 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 UUPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.17B vs. UUPSX (12.2M). UOPIX pays higher dividends than UUPSX: UOPIX (0.38) vs UUPSX (0.30). UOPIX was incepted earlier than UUPSX: UOPIX (28 years) vs UUPSX (19 years). UUPSX (3.13) is less costly to investors than UOPIX (1.53). UUPSX is a more actively managed with annual turnover of: 163.00 vs. UOPIX (22.00). UOPIX (15000) and UUPSX (15000) have matching initial minimum investment requirements. UUPSX annual gain was more profitable for investors over the last year : 28.72 vs. UOPIX (18.58). UOPIX return over 5 years is better than : 113.42 vs. UUPSX (11.82).
| UOPIX | UUPSX | UOPIX / UUPSX | |
| Total Expense Ratio | 1.53 | 2.78 | 55% |
| Annual Report Gross Expense Ratio | 1.53 | 3.13 | 49% |
| Fund Existence | 28 years | 19 years | - |
| Gain YTD | 10.416 | 34.035 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 12.2M | 9,590% |
| Annual Yield % from dividends | 0.38 | 0.30 | 126% |
| Returns for 1 year | 18.58 | 28.72 | 65% |
| Returns for 3 years | 155.79 | 64.61 | 241% |
| Returns for 5 years | 113.42 | 11.82 | 960% |
| Returns for 10 years | 624.28 | 39.78 | 1,569% |
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