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UOPSX vs UTPIX
UOPSX vs UTPIX Comparison Chart in %
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UOPSX vs. UTPIX commentary
Oct 21, 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 StrongBuy and UTPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.25B vs. UTPIX (35.8M). UTPIX pays higher dividends than UOPSX: UTPIX (0.98) 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 : 29.65 vs. UTPIX (18.51). UTPIX (72.64) and UOPSX (69.21) have equivalent 5 years return.
| 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 | 22.180 | 32.286 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 35.8M | 3,503% |
| Annual Yield % from dividends | 0.00 | 0.98 | - |
| Returns for 1 year | 29.65 | 18.51 | 160% |
| Returns for 3 years | 217.89 | 64.94 | 336% |
| Returns for 5 years | 69.21 | 72.64 | 95% |
| Returns for 10 years | 628.00 | 196.96 | 319% |
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