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UOPSX vs UTPIX
UOPSX vs UTPIX Comparison Chart in %
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UOPSX vs. UTPIX commentary
Aug 08, 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 UOPSX is a StrongBuy and UTPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.2B vs. UTPIX (15.5M). UTPIX pays higher dividends than UOPSX: UTPIX (1.01) vs UOPSX (0.00). UOPSX was incepted earlier than UTPIX: UOPSX (28 years) vs UTPIX (25 years). UOPSX (2.53) is less costly to investors than UTPIX (1.84). UTPIX is a more actively managed with annual turnover of: 35.00 vs. UOPSX (22.00). UOPSX (15000) and UTPIX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 50.18 vs. UTPIX (25.46). UOPSX return over 5 years is better than : 73.50 vs. UTPIX (64.36).
| UOPSX | UTPIX | UOPSX / UTPIX | |
| Total Expense Ratio | 2.53 | 1.78 | 142% |
| Annual Report Gross Expense Ratio | 2.53 | 1.84 | 137% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 13.209 | 19.401 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 15.5M | 7,742% |
| Annual Yield % from dividends | 0.00 | 1.01 | - |
| Returns for 1 year | 50.18 | 25.46 | 197% |
| Returns for 3 years | 105.48 | 21.18 | 498% |
| Returns for 5 years | 73.50 | 64.36 | 114% |
| Returns for 10 years | 525.01 | 178.65 | 294% |
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