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UOPSX vs UTPIX
UOPSX vs UTPIX Comparison Chart in %
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UOPSX vs. UTPIX commentary
Aug 29, 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 Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.14B vs. UTPIX (20.1M). 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 : 31.15 vs. UTPIX (19.88). UTPIX return over 5 years is better than : 73.83 vs. UOPSX (52.64).
| 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 | 15.176 | 18.586 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 20.1M | 5,682% |
| Annual Yield % from dividends | 0.00 | 1.01 | - |
| Returns for 1 year | 31.15 | 19.88 | 157% |
| Returns for 3 years | 133.94 | 16.89 | 793% |
| Returns for 5 years | 52.64 | 73.83 | 71% |
| Returns for 10 years | 633.30 | 194.08 | 326% |
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