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SMPIX vs UOPIX
SMPIX vs UOPIX Comparison Chart in %
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SMPIX vs. UOPIX commentary
Jul 05, 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 SMPIX is a StrongBuy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.21B vs. SMPIX (412M). UOPIX pays higher dividends than SMPIX: UOPIX (0.38) vs SMPIX (0.12). SMPIX was incepted earlier than UOPIX: SMPIX (25 years) vs UOPIX (28 years). UOPIX (1.53) and SMPIX (1.52) have similar cost to investors . SMPIX is a more actively managed with annual turnover of: 189.00 vs. UOPIX (22.00). SMPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 13.46 vs. SMPIX (-2.30). SMPIX return over 5 years is better than : 538.65 vs. UOPIX (125.24).
| SMPIX | UOPIX | SMPIX / UOPIX | |
| Total Expense Ratio | 1.52 | 1.53 | 99% |
| Annual Report Gross Expense Ratio | 1.52 | 1.53 | 99% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 18.413 | 10.285 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 412M | 1.21B | 34% |
| Annual Yield % from dividends | 0.12 | 0.38 | 32% |
| Returns for 1 year | -2.30 | 13.46 | -17% |
| Returns for 3 years | 445.44 | 167.73 | 266% |
| Returns for 5 years | 538.65 | 125.24 | 430% |
| Returns for 10 years | 1562.26 | 709.51 | 220% |
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