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UGPSX vs UOPIX
UGPSX vs UOPIX Comparison Chart in %
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UGPSX vs. UOPIX commentary
Jul 27, 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 Buy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.2B vs. UGPSX (27.5M). UGPSX pays higher dividends than UOPIX: UGPSX (1.67) vs UOPIX (0.38). UGPSX was incepted earlier than UOPIX: UGPSX (17 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 : 40.77 vs. UOPIX (35.59). UOPIX return over 5 years is better than : 127.20 vs. UGPSX (-83.70).
| UGPSX | UOPIX | UGPSX / UOPIX | |
| Total Expense Ratio | 2.80 | 1.53 | 183% |
| Annual Report Gross Expense Ratio | 2.80 | 1.53 | 183% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 35.491 | 13.786 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.5M | 1.2B | 2% |
| Annual Yield % from dividends | 1.67 | 0.38 | 440% |
| Returns for 1 year | 40.77 | 35.59 | 115% |
| Returns for 3 years | -26.49 | 155.42 | -17% |
| Returns for 5 years | -83.70 | 127.20 | -66% |
| Returns for 10 years | -77.87 | 686.29 | -11% |
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