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UOPSX vs UUPSX
UOPSX vs UUPSX Comparison Chart
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UOPSX vs. UUPSX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.04B vs. UUPSX (11.9M). UUPSX pays higher dividends than UOPSX: UUPSX (0.34) 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 : 21.41 vs. UOPSX (12.49). UOPSX return over 5 years is better than : 98.70 vs. UUPSX (26.53).
| 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 | -1.345 | 25.123 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 11.9M | 8,773% |
| Annual Yield % from dividends | 0.00 | 0.34 | 1% |
| Returns for 1 year | 12.49 | 21.41 | 58% |
| Returns for 3 years | 137.91 | 41.24 | 334% |
| Returns for 5 years | 98.70 | 26.53 | 372% |
| Returns for 10 years | 470.92 | 19.41 | 2,426% |
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