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UGPSX vs UOPIX
UGPSX vs UOPIX Comparison Chart in %
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UGPSX vs. UOPIX commentary
Oct 18, 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: 1.23B vs. UGPSX (33.5M). UGPSX pays higher dividends than UOPIX: UGPSX (1.05) vs UOPIX (0.37). 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 (33.69) and UOPIX (32.33) have marching annual gain over last year. UOPIX return over 5 years is better than : 98.84 vs. UGPSX (-84.35).
| 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 | 64.862 | 24.463 | 265% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.5M | 1.23B | 3% |
| Annual Yield % from dividends | 1.05 | 0.37 | 283% |
| Returns for 1 year | 33.69 | 32.33 | 104% |
| Returns for 3 years | 53.94 | 238.59 | 23% |
| Returns for 5 years | -84.35 | 98.84 | -85% |
| Returns for 10 years | -69.65 | 820.62 | -8% |
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