Interact to see
Advertisement
Advertisement
UOPIX vs UTPSX
UOPIX vs UTPSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UOPIX vs. UTPSX commentary
Nov 14, 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 UOPIX is a StrongBuy and UTPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.52B vs. UTPSX (10.1M). UOPIX pays higher dividends than UTPSX: UOPIX (0.34) vs UTPSX (0.00). UOPIX was incepted earlier than UTPSX: UOPIX (28 years) vs UTPSX (25 years). UTPSX (2.84) is less costly to investors than UOPIX (1.53). UTPSX is a more actively managed with annual turnover of: 35.00 vs. UOPIX (22.00). UOPIX (15000) and UTPSX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 28.52 vs. UTPSX (20.83). UOPIX return over 5 years is better than : 107.59 vs. UTPSX (51.24).
| UOPIX | UTPSX | UOPIX / UTPSX | |
| Total Expense Ratio | 1.53 | 2.78 | 55% |
| Annual Report Gross Expense Ratio | 1.53 | 2.84 | 54% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 30.766 | 27.179 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 10.1M | 15,059% |
| Annual Yield % from dividends | 0.34 | 0.00 | - |
| Returns for 1 year | 28.52 | 20.83 | 137% |
| Returns for 3 years | 220.63 | 43.79 | 504% |
| Returns for 5 years | 107.59 | 51.24 | 210% |
| Returns for 10 years | 840.83 | 184.22 | 456% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement