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UOPSX vs UUPIX
UOPSX vs UUPIX Comparison Chart in %
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UOPSX vs. UUPIX commentary
Nov 21, 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 Hold and UUPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.65B vs. UUPIX (12.3M). UUPIX pays higher dividends than UOPSX: UUPIX (0.91) vs UOPSX (0.00). UOPSX was incepted earlier than UUPIX: UOPSX (28 years) vs UUPIX (20 years). UOPSX (2.53) is less costly to investors than UUPIX (2.13). UUPIX is a more actively managed with annual turnover of: 290.00 vs. UOPSX (52.00). UOPSX (15000) and UUPIX (15000) have matching initial minimum investment requirements. UUPIX annual gain was more profitable for investors over the last year : 60.62 vs. UOPSX (22.09). UOPSX return over 5 years is better than : 65.32 vs. UUPIX (-0.28).
| UOPSX | UUPIX | UOPSX / UUPIX | |
| Total Expense Ratio | 2.53 | 1.78 | 142% |
| Annual Report Gross Expense Ratio | 2.53 | 2.13 | 119% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 19.414 | 69.642 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 12.3M | 13,439% |
| Annual Yield % from dividends | 0.00 | 0.91 | - |
| Returns for 1 year | 22.09 | 60.62 | 36% |
| Returns for 3 years | 193.63 | 129.26 | 150% |
| Returns for 5 years | 65.32 | -0.28 | -23,746% |
| Returns for 10 years | 542.39 | 136.41 | 398% |
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