Interact to see
Advertisement
Advertisement
UOPSX vs WCPIX
UOPSX vs WCPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UOPSX vs. WCPIX commentary
Aug 08, 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 StrongBuy and WCPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.2B vs. WCPIX (22.3M). 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. UOPSX annual gain was more profitable for investors over the last year : 43.02 vs. WCPIX (39.95). WCPIX return over 5 years is better than : 94.45 vs. UOPSX (69.18).
| 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 | 10.392 | 13.306 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | 15000 | - |
| Net Assets | 1.2B | 22.3M | 5,381% |
| Annual Yield % from dividends | 0.00 | 0.07 | - |
| Returns for 1 year | 43.02 | 39.95 | 108% |
| Returns for 3 years | 98.81 | 124.00 | 80% |
| Returns for 5 years | 69.18 | 94.45 | 73% |
| Returns for 10 years | 523.43 | 333.63 | 157% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement