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UOPIX vs UUPSX
UOPIX vs UUPSX Comparison Chart
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UOPIX vs. UUPSX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 834M vs. UUPSX (5.65M). UOPIX pays higher dividends than UUPSX: UOPIX (0.50) vs UUPSX (0.34). UOPIX was incepted earlier than UUPSX: UOPIX (27 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. UOPIX annual gain was more profitable for investors over the last year : 0.33 vs. UUPSX (-4.76). UOPIX return over 5 years is better than : 149.85 vs. UUPSX (18.77).
| UOPIX | UUPSX | UOPIX / UUPSX | |
| Total Expense Ratio | 1.53 | 2.78 | 55% |
| Annual Report Gross Expense Ratio | 1.53 | 3.13 | 49% |
| Fund Existence | 27 years | 19 years | - |
| Gain YTD | -20.849 | -6.667 | 313% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 834M | 5.65M | 14,751% |
| Annual Yield % from dividends | 0.50 | 0.34 | 146% |
| Returns for 1 year | 0.33 | -4.76 | -7% |
| Returns for 3 years | 26.74 | -11.76 | -227% |
| Returns for 5 years | 149.85 | 18.77 | 798% |
| Returns for 10 years | 481.05 | -17.56 | -2,739% |
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