Interact to see
Advertisement
Advertisement
UGPSX vs UOPIX
UGPSX vs UOPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UGPSX vs. UOPIX commentary
Dec 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 StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.53B vs. UGPSX (24.8M). 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 (2.70) 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 : 31.80 vs. UOPIX (4.87). UOPIX return over 5 years is better than : 74.73 vs. UGPSX (-87.71).
| 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 | 37.964 | 13.032 | 291% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.8M | 1.53B | 2% |
| Annual Yield % from dividends | 1.36 | 0.35 | 385% |
| Returns for 1 year | 31.80 | 4.87 | 653% |
| Returns for 3 years | -7.64 | 242.29 | -3% |
| Returns for 5 years | -87.71 | 74.73 | -117% |
| Returns for 10 years | -76.98 | 674.34 | -11% |