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ULPSX vs UOPSX
ULPSX vs UOPSX Comparison Chart in %
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ULPSX vs. UOPSX commentary
Oct 19, 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 ULPSX is a Hold and UOPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.23B vs. ULPSX (169M). ULPSX pays higher dividends than UOPSX: ULPSX (0.50) vs UOPSX (0.00). ULPSX was incepted earlier than UOPSX: ULPSX (28 years) vs UOPSX (28 years). ULPSX (2.53) and UOPSX (2.53) have similar cost to investors . ULPSX is a more actively managed with annual turnover of: 217.00 vs. UOPSX (22.00). ULPSX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 29.65 vs. ULPSX (14.39). ULPSX return over 5 years is better than : 78.11 vs. UOPSX (69.21).
| ULPSX | UOPSX | ULPSX / UOPSX | |
| Total Expense Ratio | 2.53 | 2.53 | 100% |
| Annual Report Gross Expense Ratio | 2.53 | 2.53 | 100% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 18.381 | 22.180 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 1.23B | 14% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 14.39 | 29.65 | 49% |
| Returns for 3 years | 113.78 | 217.89 | 52% |
| Returns for 5 years | 78.11 | 69.21 | 113% |
| Returns for 10 years | 316.44 | 628.00 | 50% |
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