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SMPIX vs UOPSX
SMPIX vs UOPSX Comparison Chart in %
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SMPIX vs. UOPSX 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 UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.21B vs. SMPIX (412M). SMPIX pays higher dividends than UOPSX: SMPIX (0.12) vs UOPSX (0.00). SMPIX was incepted earlier than UOPSX: SMPIX (25 years) vs UOPSX (28 years). UOPSX (2.53) is less costly to investors than SMPIX (1.52). SMPIX is a more actively managed with annual turnover of: 189.00 vs. UOPSX (22.00). SMPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 12.34 vs. SMPIX (-2.30). SMPIX return over 5 years is better than : 538.65 vs. UOPSX (93.73).
| SMPIX | UOPSX | SMPIX / UOPSX | |
| Total Expense Ratio | 1.52 | 2.53 | 60% |
| Annual Report Gross Expense Ratio | 1.52 | 2.53 | 60% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 18.413 | 9.732 | 189% |
| 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 | 0.00 | 3,507% |
| Returns for 1 year | -2.30 | 12.34 | -19% |
| Returns for 3 years | 445.44 | 154.05 | 289% |
| Returns for 5 years | 538.65 | 93.73 | 575% |
| Returns for 10 years | 1562.26 | 546.98 | 286% |
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