Interact to see
Advertisement
Advertisement
UOPSX vs UUPSX
UOPSX vs UUPSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UOPSX vs. UUPSX commentary
Jul 07, 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 UUPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.21B vs. UUPSX (12.6M). UUPSX pays higher dividends than UOPSX: UUPSX (0.30) vs UOPSX (0.00). UOPSX was incepted earlier than UUPSX: UOPSX (28 years) vs UUPSX (19 years). UUPSX (3.13) is less costly to investors than UOPSX (2.53). UUPSX is a more actively managed with annual turnover of: 163.00 vs. UOPSX (22.00). UOPSX (15000) and UUPSX (15000) have matching initial minimum investment requirements. UUPSX annual gain was more profitable for investors over the last year : 23.23 vs. UOPSX (12.34). UOPSX return over 5 years is better than : 93.73 vs. UUPSX (23.93).
| UOPSX | UUPSX | UOPSX / UUPSX | |
| Total Expense Ratio | 2.53 | 2.78 | 91% |
| Annual Report Gross Expense Ratio | 2.53 | 3.13 | 81% |
| Fund Existence | 28 years | 19 years | - |
| Gain YTD | 9.732 | 33.146 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 12.6M | 9,611% |
| Annual Yield % from dividends | 0.00 | 0.30 | 1% |
| Returns for 1 year | 12.34 | 23.23 | 53% |
| Returns for 3 years | 154.05 | 56.25 | 274% |
| Returns for 5 years | 93.73 | 23.93 | 392% |
| Returns for 10 years | 546.98 | 36.55 | 1,496% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement