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UOPSX vs WCPSX
UOPSX vs WCPSX Comparison Chart
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UOPSX vs. WCPSX commentary
Apr 19, 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 WCPSX is a Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 740M vs. WCPSX (17.5M). UOPSX pays higher dividends than WCPSX: UOPSX (0.00) vs WCPSX (0.00). UOPSX was incepted earlier than WCPSX: UOPSX (27 years) vs WCPSX (25 years). WCPSX (2.97) is less costly to investors than UOPSX (2.53). WCPSX is a more actively managed with annual turnover of: 132.00 vs. UOPSX (22.00). UOPSX (15000) and WCPSX (15000) have matching initial minimum investment requirements. WCPSX annual gain was more profitable for investors over the last year : 13.42 vs. UOPSX (-4.48). WCPSX return over 5 years is better than : 96.71 vs. UOPSX (69.70).
| UOPSX | WCPSX | UOPSX / WCPSX | |
| Total Expense Ratio | 2.53 | 2.78 | 91% |
| Annual Report Gross Expense Ratio | 2.53 | 2.97 | 85% |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | -28.588 | -11.762 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | 15000 | - |
| Net Assets | 740M | 17.5M | 4,229% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.48 | 13.42 | -33% |
| Returns for 3 years | 10.27 | 33.24 | 31% |
| Returns for 5 years | 69.70 | 96.71 | 72% |
| Returns for 10 years | 319.27 | 210.98 | 151% |
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