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UOPSX vs UUPIX
UOPSX vs UUPIX Comparison Chart in %
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UOPSX vs. UUPIX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.25B vs. UUPIX (15M). UUPIX pays higher dividends than UOPSX: UUPIX (0.91) vs UOPSX (0.00). UOPSX was incepted earlier than UUPIX: UOPSX (28 years) vs UUPIX (20 years). UOPSX (2.53) is less costly to investors than UUPIX (2.13). UUPIX is a more actively managed with annual turnover of: 163.00 vs. UOPSX (22.00). UOPSX (15000) and UUPIX (15000) have matching initial minimum investment requirements. UUPIX annual gain was more profitable for investors over the last year : 49.32 vs. UOPSX (29.65). UOPSX return over 5 years is better than : 69.21 vs. UUPIX (19.96).
| UOPSX | UUPIX | UOPSX / UUPIX | |
| Total Expense Ratio | 2.53 | 1.78 | 142% |
| Annual Report Gross Expense Ratio | 2.53 | 2.13 | 119% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 22.180 | 77.999 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 15M | 8,360% |
| Annual Yield % from dividends | 0.00 | 0.91 | - |
| Returns for 1 year | 29.65 | 49.32 | 60% |
| Returns for 3 years | 217.89 | 177.07 | 123% |
| Returns for 5 years | 69.21 | 19.96 | 347% |
| Returns for 10 years | 628.00 | 155.56 | 404% |
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