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UGPSX vs UOPIX
UGPSX vs UOPIX Comparison Chart in %
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UGPSX vs. UOPIX commentary
Dec 04, 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 UGPSX is a Hold and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.69B vs. UGPSX (26.1M). UGPSX pays higher dividends than UOPIX: UGPSX (1.36) vs UOPIX (0.35). UGPSX was incepted earlier than UOPIX: UGPSX (18 years) vs UOPIX (28 years). UGPSX (2.80) is less costly to investors than UOPIX (1.53). UGPSX is a more actively managed with annual turnover of: 159.00 vs. UOPIX (22.00). UGPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UGPSX annual gain was more profitable for investors over the last year : 37.56 vs. UOPIX (26.61). UOPIX return over 5 years is better than : 88.47 vs. UGPSX (-87.42).
| UGPSX | UOPIX | UGPSX / UOPIX | |
| Total Expense Ratio | 2.80 | 1.53 | 183% |
| Annual Report Gross Expense Ratio | 2.80 | 1.53 | 183% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 45.026 | 29.416 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.1M | 1.69B | 2% |
| Annual Yield % from dividends | 1.36 | 0.35 | 385% |
| Returns for 1 year | 37.56 | 26.61 | 141% |
| Returns for 3 years | -2.91 | 209.60 | -1% |
| Returns for 5 years | -87.42 | 88.47 | -99% |
| Returns for 10 years | -75.55 | 749.81 | -10% |
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