Interact to see
Advertisement
Advertisement
UOPSX vs UTPIX
UOPSX vs UTPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UOPSX vs. UTPIX commentary
Sep 09, 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 UOPSX is a Buy and UTPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.19B vs. UTPIX (21.4M). UTPIX pays higher dividends than UOPSX: UTPIX (1.04) vs UOPSX (0.00). UOPSX was incepted earlier than UTPIX: UOPSX (28 years) vs UTPIX (25 years). UOPSX (2.53) is less costly to investors than UTPIX (1.84). UTPIX is a more actively managed with annual turnover of: 35.00 vs. UOPSX (22.00). UOPSX (15000) and UTPIX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 33.72 vs. UTPIX (13.11). UTPIX return over 5 years is better than : 67.36 vs. UOPSX (58.83).
| UOPSX | UTPIX | UOPSX / UTPIX | |
| Total Expense Ratio | 2.53 | 1.78 | 142% |
| Annual Report Gross Expense Ratio | 2.53 | 1.84 | 137% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 12.054 | 14.703 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.19B | 21.4M | 5,547% |
| Annual Yield % from dividends | 0.00 | 1.04 | - |
| Returns for 1 year | 33.72 | 13.11 | 257% |
| Returns for 3 years | 146.19 | 15.96 | 916% |
| Returns for 5 years | 58.83 | 67.36 | 87% |
| Returns for 10 years | 606.39 | 191.29 | 317% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers