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UGPSX vs UOPIX
UGPSX vs UOPIX Comparison Chart in %
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UGPSX vs. UOPIX commentary
Nov 14, 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: 1.53B vs. UGPSX (35.3M). UGPSX pays higher dividends than UOPIX: UGPSX (1.16) vs UOPIX (0.34). 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 : 49.88 vs. UOPIX (28.52). UOPIX return over 5 years is better than : 107.59 vs. UGPSX (-86.29).
| 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 | 65.097 | 30.766 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.3M | 1.53B | 2% |
| Annual Yield % from dividends | 1.16 | 0.34 | 343% |
| Returns for 1 year | 49.88 | 28.52 | 175% |
| Returns for 3 years | 52.55 | 220.63 | 24% |
| Returns for 5 years | -86.29 | 107.59 | -80% |
| Returns for 10 years | -68.90 | 840.83 | -8% |
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