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UOPSX vs UTPIX
UOPSX vs UTPIX Comparison Chart in %
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UOPSX vs. UTPIX commentary
Aug 18, 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: 1.24B vs. UTPIX (10M). UTPIX pays higher dividends than UOPSX: UTPIX (1.01) 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 : 30.81 vs. UTPIX (23.44). UOPSX return over 5 years is better than : 78.60 vs. UTPIX (69.00).
| 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 | 16.914 | 19.415 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 10M | 12,400% |
| Annual Yield % from dividends | 0.00 | 1.01 | - |
| Returns for 1 year | 30.81 | 23.44 | 131% |
| Returns for 3 years | 98.15 | 13.72 | 715% |
| Returns for 5 years | 78.60 | 69.00 | 114% |
| Returns for 10 years | 554.02 | 165.48 | 335% |
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