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UOPIX vs UUPSX
UOPIX vs UUPSX Comparison Chart in %
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UOPIX vs. UUPSX commentary
Nov 22, 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 UUPSX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.56B vs. UUPSX (11.6M). UOPIX pays higher dividends than UUPSX: UOPIX (0.34) vs UUPSX (0.22). UOPIX was incepted earlier than UUPSX: UOPIX (28 years) vs UUPSX (20 years). UUPSX (3.13) is less costly to investors than UOPIX (1.53). UUPSX is a more actively managed with annual turnover of: 290.00 vs. UOPIX (52.00). UOPIX (15000) and UUPSX (15000) have matching initial minimum investment requirements. UUPSX annual gain was more profitable for investors over the last year : 53.69 vs. UOPIX (17.86). UOPIX return over 5 years is better than : 85.04 vs. UUPSX (-9.06).
| 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 | 20 years | - |
| Gain YTD | 15.977 | 61.076 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 11.6M | 13,448% |
| Annual Yield % from dividends | 0.34 | 0.22 | 155% |
| Returns for 1 year | 17.86 | 53.69 | 33% |
| Returns for 3 years | 189.36 | 111.51 | 170% |
| Returns for 5 years | 85.04 | -9.06 | -938% |
| Returns for 10 years | 675.43 | 104.14 | 649% |
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