Interact to see
Advertisement
Advertisement
UOPIX vs UUPSX
UOPIX vs UUPSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
UOPIX vs. UUPSX commentary
Jun 16, 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 UUPSX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.04B vs. UUPSX (11.9M). UOPIX pays higher dividends than UUPSX: UOPIX (0.43) vs UUPSX (0.34). UOPIX was incepted earlier than UUPSX: UOPIX (28 years) vs UUPSX (19 years). UUPSX (3.13) is less costly to investors than UOPIX (1.53). UUPSX is a more actively managed with annual turnover of: 163.00 vs. UOPIX (22.00). UOPIX (15000) and UUPSX (15000) have matching initial minimum investment requirements. UUPSX annual gain was more profitable for investors over the last year : 21.41 vs. UOPIX (8.00). UOPIX return over 5 years is better than : 131.04 vs. UUPSX (26.53).
| UOPIX | UUPSX | UOPIX / UUPSX | |
| Total Expense Ratio | 1.53 | 2.78 | 55% |
| Annual Report Gross Expense Ratio | 1.53 | 3.13 | 49% |
| Fund Existence | 28 years | 19 years | - |
| Gain YTD | -0.891 | 25.123 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 11.9M | 8,773% |
| Annual Yield % from dividends | 0.43 | 0.34 | 126% |
| Returns for 1 year | 8.00 | 21.41 | 37% |
| Returns for 3 years | 150.70 | 41.24 | 365% |
| Returns for 5 years | 131.04 | 26.53 | 494% |
| Returns for 10 years | 614.49 | 19.41 | 3,166% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers