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UGPSX vs UOPIX
UGPSX vs UOPIX Comparison Chart in %
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UGPSX vs. UOPIX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.23B vs. UGPSX (25M). UGPSX pays higher dividends than UOPIX: UGPSX (5.82) vs UOPIX (0.35). UGPSX was incepted earlier than UOPIX: UGPSX (18 years) vs UOPIX (28 years). UGPSX (2.70) is less costly to investors than UOPIX (1.45). UGPSX is a more actively managed with annual turnover of: 254.00 vs. UOPIX (52.00). UGPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UGPSX annual gain was more profitable for investors over the last year : 19.45 vs. UOPIX (7.99). UOPIX return over 5 years is better than : 50.35 vs. UGPSX (-91.66).
| UGPSX | UOPIX | UGPSX / UOPIX | |
| Total Expense Ratio | 2.70 | 1.45 | 186% |
| Annual Report Gross Expense Ratio | 2.70 | 1.45 | 186% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 1.293 | -0.016 | -8,107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25M | 1.23B | 2% |
| Annual Yield % from dividends | 5.82 | 0.35 | 1,641% |
| Returns for 1 year | 19.45 | 7.99 | 243% |
| Returns for 3 years | -29.07 | 157.58 | -18% |
| Returns for 5 years | -91.66 | 50.35 | -182% |
| Returns for 10 years | -64.99 | 903.94 | -7% |
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