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UGPIX vs UOPSX
UGPIX vs UOPSX Comparison Chart in %
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UGPIX vs. UOPSX commentary
Jul 06, 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 UGPIX is a Hold and UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.21B vs. UGPIX (21.8M). UGPIX pays higher dividends than UOPSX: UGPIX (2.45) vs UOPSX (0.00). UGPIX was incepted earlier than UOPSX: UGPIX (17 years) vs UOPSX (28 years). UOPSX (2.53) is less costly to investors than UGPIX (1.80). UGPIX is a more actively managed with annual turnover of: 159.00 vs. UOPSX (22.00). UGPIX (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. UGPIX (9.04). UOPSX return over 5 years is better than : 93.73 vs. UGPIX (-84.90).
| UGPIX | UOPSX | UGPIX / UOPSX | |
| Total Expense Ratio | 1.80 | 2.53 | 71% |
| Annual Report Gross Expense Ratio | 1.80 | 2.53 | 71% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 16.760 | 9.732 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8M | 1.21B | 2% |
| Annual Yield % from dividends | 2.45 | 0.00 | 69,722% |
| Returns for 1 year | 9.04 | 12.34 | 73% |
| Returns for 3 years | -45.03 | 154.05 | -29% |
| Returns for 5 years | -84.90 | 93.73 | -91% |
| Returns for 10 years | -80.77 | 546.98 | -15% |
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