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UGPSX vs UOPSX
UGPSX vs UOPSX Comparison Chart in %
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UGPSX vs. UOPSX 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 UOPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.23B vs. UGPSX (33.5M). UGPSX pays higher dividends than UOPSX: UGPSX (1.05) vs UOPSX (0.00). UGPSX was incepted earlier than UOPSX: UGPSX (18 years) vs UOPSX (28 years). UGPSX (2.80) is less costly to investors than UOPSX (2.53). UGPSX is a more actively managed with annual turnover of: 159.00 vs. UOPSX (22.00). UGPSX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UGPSX annual gain was more profitable for investors over the last year : 33.69 vs. UOPSX (29.65). UOPSX return over 5 years is better than : 69.21 vs. UGPSX (-84.35).
| UGPSX | UOPSX | UGPSX / UOPSX | |
| Total Expense Ratio | 2.80 | 2.53 | 111% |
| Annual Report Gross Expense Ratio | 2.80 | 2.53 | 111% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 64.862 | 22.180 | 292% |
| 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 | 0.00 | - |
| Returns for 1 year | 33.69 | 29.65 | 114% |
| Returns for 3 years | 53.94 | 217.89 | 25% |
| Returns for 5 years | -84.35 | 69.21 | -122% |
| Returns for 10 years | -69.65 | 628.00 | -11% |
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