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SMPIX vs UOPSX
SMPIX vs UOPSX Comparison Chart in %
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SMPIX vs. UOPSX commentary
Oct 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 SMPIX is a Buy and UOPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.25B vs. SMPIX (525M). SMPIX pays higher dividends than UOPSX: SMPIX (0.10) 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. SMPIX (31.14) and UOPSX (29.65) have marching annual gain over last year. SMPIX return over 5 years is better than : 524.34 vs. UOPSX (69.21).
| 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 | 51.368 | 22.180 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 525M | 1.25B | 42% |
| Annual Yield % from dividends | 0.10 | 0.00 | - |
| Returns for 1 year | 31.14 | 29.65 | 105% |
| Returns for 3 years | 749.38 | 217.89 | 344% |
| Returns for 5 years | 524.34 | 69.21 | 758% |
| Returns for 10 years | 2088.37 | 628.00 | 333% |
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