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UOPSX vs UUPIX
UOPSX vs UUPIX Comparison
Open Charts UOPSX vs UUPIX
UOPSX vs UUPIX Comparison Chart in %
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UOPSX vs. UUPIX commentary
Aug 03, 2026
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 UUPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.3B vs. UUPIX (11.6M). UUPIX pays higher dividends than UOPSX: UUPIX (2.49) vs UOPSX (0.00). UOPSX was incepted earlier than UUPIX: UOPSX (29 years) vs UUPIX (20 years). UOPSX (2.45) is less costly to investors than UUPIX (1.93). 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 : 28.17 vs. UOPSX (4.58). UOPSX return over 5 years is better than : 21.70 vs. UUPIX (8.22).
| UOPSX | UUPIX | UOPSX / UUPIX | |
| Total Expense Ratio | 2.45 | 1.78 | 138% |
| Annual Report Gross Expense Ratio | 2.45 | 1.93 | 127% |
| Fund Existence | 29 years | 20 years | - |
| Gain YTD | 17.844 | 2.251 | 793% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 11.6M | 11,233% |
| Annual Yield % from dividends | 0.00 | 2.49 | - |
| Returns for 1 year | 4.58 | 28.17 | 16% |
| Returns for 3 years | 81.80 | 80.43 | 102% |
| Returns for 5 years | 21.70 | 8.22 | 264% |
| Returns for 10 years | 541.96 | 123.61 | 438% |
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