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UOPSX vs UUPIX
UOPSX vs UUPIX Comparison Chart
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UOPSX vs. UUPIX commentary
Apr 04, 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: 839M vs. UUPIX (7.8M). UUPIX pays higher dividends than UOPSX: UUPIX (1.44) vs UOPSX (0.00). UOPSX was incepted earlier than UUPIX: UOPSX (27 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 : 22.06 vs. UOPSX (4.17). UOPSX return over 5 years is better than : 173.39 vs. UUPIX (75.53).
| UOPSX | UUPIX | UOPSX / UUPIX | |
| Total Expense Ratio | 2.53 | 1.78 | 142% |
| Annual Report Gross Expense Ratio | 2.53 | 2.13 | 119% |
| Fund Existence | 27 years | 19 years | - |
| Gain YTD | -15.671 | 16.141 | -97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 839M | 7.8M | 10,759% |
| Annual Yield % from dividends | 0.00 | 1.44 | 0% |
| Returns for 1 year | 4.17 | 22.06 | 19% |
| Returns for 3 years | 9.22 | -2.76 | -333% |
| Returns for 5 years | 173.39 | 75.53 | 230% |
| Returns for 10 years | 409.40 | 18.45 | 2,219% |
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