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UOPSX vs WCPIX
UOPSX vs WCPIX Comparison Chart
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UOPSX vs. WCPIX commentary
Jun 07, 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 WCPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.08B vs. WCPIX (20.4M). WCPIX pays higher dividends than UOPSX: WCPIX (0.07) vs UOPSX (0.00). UOPSX was incepted earlier than WCPIX: UOPSX (28 years) vs WCPIX (25 years). UOPSX (2.53) is less costly to investors than WCPIX (1.97). WCPIX is a more actively managed with annual turnover of: 132.00 vs. UOPSX (22.00). UOPSX (15000) and WCPIX (15000) have matching initial minimum investment requirements. WCPIX annual gain was more profitable for investors over the last year : 26.18 vs. UOPSX (14.01). WCPIX return over 5 years is better than : 102.72 vs. UOPSX (93.47).
| UOPSX | WCPIX | UOPSX / WCPIX | |
| Total Expense Ratio | 2.53 | 1.78 | 142% |
| Annual Report Gross Expense Ratio | 2.53 | 1.97 | 128% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | -0.368 | 5.919 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | 15000 | - |
| Net Assets | 1.08B | 20.4M | 5,279% |
| Annual Yield % from dividends | 0.00 | 0.07 | 5% |
| Returns for 1 year | 14.01 | 26.18 | 54% |
| Returns for 3 years | 92.64 | 93.13 | 99% |
| Returns for 5 years | 93.47 | 102.72 | 91% |
| Returns for 10 years | 482.64 | 302.88 | 159% |
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