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UOPSX vs UUPIX
UOPSX vs UUPIX Comparison Chart
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UOPSX vs. UUPIX commentary
Jun 14, 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 Buy and UUPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.08B vs. UUPIX (12.3M). UUPIX pays higher dividends than UOPSX: UUPIX (1.41) vs UOPSX (0.00). UOPSX was incepted earlier than UUPIX: UOPSX (28 years) vs UUPIX (19 years). UOPSX (2.53) is less costly to investors than UUPIX (2.13). UUPIX is a more actively managed with annual turnover of: 163.00 vs. UOPSX (22.00). UOPSX (15000) and UUPIX (15000) have matching initial minimum investment requirements. UUPIX annual gain was more profitable for investors over the last year : 27.07 vs. UOPSX (9.75). UOPSX return over 5 years is better than : 103.96 vs. UUPIX (37.89).
| 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 | 19 years | - |
| Gain YTD | 1.269 | 30.379 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 12.3M | 8,780% |
| Annual Yield % from dividends | 0.00 | 1.41 | 0% |
| Returns for 1 year | 9.75 | 27.07 | 36% |
| Returns for 3 years | 144.22 | 50.94 | 283% |
| Returns for 5 years | 103.96 | 37.89 | 274% |
| Returns for 10 years | 486.05 | 37.03 | 1,312% |
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