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UOPSX vs WCPIX
UOPSX vs WCPIX Comparison Chart
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UOPSX vs. WCPIX 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 WCPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 839M vs. WCPIX (21.7M). WCPIX pays higher dividends than UOPSX: WCPIX (0.08) vs UOPSX (0.00). UOPSX was incepted earlier than WCPIX: UOPSX (27 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 : 21.72 vs. UOPSX (4.17). WCPIX return over 5 years is better than : 184.69 vs. UOPSX (173.39).
| UOPSX | WCPIX | UOPSX / WCPIX | |
| Total Expense Ratio | 2.53 | 1.78 | 142% |
| Annual Report Gross Expense Ratio | 2.53 | 1.97 | 128% |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | -15.671 | -0.660 | 2,374% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | 15000 | - |
| Net Assets | 839M | 21.7M | 3,866% |
| Annual Yield % from dividends | 0.00 | 0.08 | 6% |
| Returns for 1 year | 4.17 | 21.72 | 19% |
| Returns for 3 years | 9.22 | 38.02 | 24% |
| Returns for 5 years | 173.39 | 184.69 | 94% |
| Returns for 10 years | 409.40 | 295.88 | 138% |
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