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UOPIX vs UTPSX
UOPIX vs UTPSX Comparison Chart in %
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UOPIX vs. UTPSX 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 UOPIX is a Buy and UTPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.2B vs. UTPSX (10.1M). UOPIX pays higher dividends than UTPSX: UOPIX (0.38) 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 : 35.59 vs. UTPSX (29.05). UOPIX return over 5 years is better than : 127.20 vs. UTPSX (58.12).
| 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 | 13.786 | 16.654 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 10.1M | 11,871% |
| Annual Yield % from dividends | 0.38 | 0.00 | - |
| Returns for 1 year | 35.59 | 29.05 | 123% |
| Returns for 3 years | 155.42 | 23.70 | 656% |
| Returns for 5 years | 127.20 | 58.12 | 219% |
| Returns for 10 years | 686.29 | 156.86 | 438% |