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UGPSX vs UOPSX
UGPSX vs UOPSX Comparison Chart in %
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UGPSX vs. UOPSX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.21B vs. UGPSX (21.8M). 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. UOPSX annual gain was more profitable for investors over the last year : 12.34 vs. UGPSX (7.96). UOPSX return over 5 years is better than : 93.73 vs. UGPSX (-85.66).
| 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 | 16.186 | 9.732 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8M | 1.21B | 2% |
| Annual Yield % from dividends | 1.67 | 0.00 | 47,501% |
| Returns for 1 year | 7.96 | 12.34 | 65% |
| Returns for 3 years | -46.60 | 154.05 | -30% |
| Returns for 5 years | -85.66 | 93.73 | -91% |
| Returns for 10 years | -82.60 | 546.98 | -15% |
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