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UOPSX vs UUPSX
UOPSX vs UUPSX Comparison Chart in %
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UOPSX vs. UUPSX commentary
Jun 28, 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 UUPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.13B vs. UUPSX (11.7M). UUPSX pays higher dividends than UOPSX: UUPSX (0.34) vs UOPSX (0.00). UOPSX was incepted earlier than UUPSX: UOPSX (28 years) vs UUPSX (19 years). UUPSX (3.13) is less costly to investors than UOPSX (2.53). UUPSX is a more actively managed with annual turnover of: 163.00 vs. UOPSX (22.00). UOPSX (15000) and UUPSX (15000) have matching initial minimum investment requirements. UUPSX annual gain was more profitable for investors over the last year : 26.14 vs. UOPSX (11.03). UOPSX return over 5 years is better than : 102.17 vs. UUPSX (29.50).
| UOPSX | UUPSX | UOPSX / UUPSX | |
| Total Expense Ratio | 2.53 | 2.78 | 91% |
| Annual Report Gross Expense Ratio | 2.53 | 3.13 | 81% |
| Fund Existence | 28 years | 19 years | - |
| Gain YTD | 3.984 | 29.170 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 11.7M | 9,641% |
| Annual Yield % from dividends | 0.00 | 0.34 | 1% |
| Returns for 1 year | 11.03 | 26.14 | 42% |
| Returns for 3 years | 123.72 | 40.32 | 307% |
| Returns for 5 years | 102.17 | 29.50 | 346% |
| Returns for 10 years | 523.99 | 28.37 | 1,847% |
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