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UGPIX vs UOPSX
UGPIX vs UOPSX Comparison Chart in %
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UGPIX 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 UGPIX is a Hold and UOPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.25B vs. UGPIX (32.7M). UGPIX pays higher dividends than UOPSX: UGPIX (1.53) vs UOPSX (0.00). UGPIX was incepted earlier than UOPSX: UGPIX (18 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. UGPIX annual gain was more profitable for investors over the last year : 34.94 vs. UOPSX (29.65). UOPSX return over 5 years is better than : 69.21 vs. UGPIX (-83.55).
| UGPIX | UOPSX | UGPIX / UOPSX | |
| Total Expense Ratio | 1.80 | 2.53 | 71% |
| Annual Report Gross Expense Ratio | 1.80 | 2.53 | 71% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 66.123 | 22.180 | 298% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7M | 1.25B | 3% |
| Annual Yield % from dividends | 1.53 | 0.00 | - |
| Returns for 1 year | 34.94 | 29.65 | 118% |
| Returns for 3 years | 58.58 | 217.89 | 27% |
| Returns for 5 years | -83.55 | 69.21 | -121% |
| Returns for 10 years | -66.42 | 628.00 | -11% |
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