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UGPSX vs UOPIX
UGPSX vs UOPIX Comparison Chart
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UGPSX vs. UOPIX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.04B vs. UGPSX (20.9M). UGPSX pays higher dividends than UOPIX: UGPSX (1.77) vs UOPIX (0.43). 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. UOPIX annual gain was more profitable for investors over the last year : 8.00 vs. UGPSX (2.52). UOPIX return over 5 years is better than : 131.04 vs. UGPSX (-83.37).
| 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 | 17.187 | -0.891 | -1,930% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9M | 1.04B | 2% |
| Annual Yield % from dividends | 1.77 | 0.43 | 414% |
| Returns for 1 year | 2.52 | 8.00 | 31% |
| Returns for 3 years | -38.31 | 150.70 | -25% |
| Returns for 5 years | -83.37 | 131.04 | -64% |
| Returns for 10 years | -85.64 | 614.49 | -14% |
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