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UOPSX vs UUPIX
UOPSX vs UUPIX Comparison Chart in %
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UOPSX vs. UUPIX commentary
Dec 26, 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 UUPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.53B vs. UUPIX (9.69M). UUPIX pays higher dividends than UOPSX: UUPIX (0.95) vs UOPSX (0.00). UOPSX was incepted earlier than UUPIX: UOPSX (28 years) vs UUPIX (20 years). UOPSX (2.45) is less costly to investors than UUPIX (1.93). UUPIX is a more actively managed with annual turnover of: 290.00 vs. UOPSX (52.00). UOPSX (15000) and UUPIX (15000) have matching initial minimum investment requirements. UUPIX annual gain was more profitable for investors over the last year : 62.37 vs. UOPSX (-4.74). UOPSX return over 5 years is better than : 41.69 vs. UUPIX (-3.61).
| UOPSX | UUPIX | UOPSX / UUPIX | |
| Total Expense Ratio | 2.45 | 1.78 | 138% |
| Annual Report Gross Expense Ratio | 2.45 | 1.93 | 127% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 2.677 | 71.695 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 9.69M | 15,756% |
| Annual Yield % from dividends | 0.00 | 0.95 | - |
| Returns for 1 year | -4.74 | 62.37 | -8% |
| Returns for 3 years | 204.67 | 123.59 | 166% |
| Returns for 5 years | 41.69 | -3.61 | -1,155% |
| Returns for 10 years | 467.66 | 153.07 | 306% |