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UGPSX vs UOPSX
UGPSX vs UOPSX Comparison Chart in %
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UGPSX vs. UOPSX commentary
Jul 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 UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.2B vs. UGPSX (27.5M). UGPSX pays higher dividends than UOPSX: UGPSX (1.67) vs UOPSX (0.00). UGPSX was incepted earlier than UOPSX: UGPSX (17 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 : 40.77 vs. UOPSX (34.25). UOPSX return over 5 years is better than : 95.42 vs. UGPSX (-83.70).
| UGPSX | UOPSX | UGPSX / UOPSX | |
| Total Expense Ratio | 2.80 | 2.53 | 111% |
| Annual Report Gross Expense Ratio | 2.80 | 2.53 | 111% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 35.491 | 13.146 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.5M | 1.2B | 2% |
| Annual Yield % from dividends | 1.67 | 0.00 | 47,501% |
| Returns for 1 year | 40.77 | 34.25 | 119% |
| Returns for 3 years | -26.49 | 142.38 | -19% |
| Returns for 5 years | -83.70 | 95.42 | -88% |
| Returns for 10 years | -77.87 | 528.40 | -15% |
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