ACRIX
Price
$24.50
Change
-$0.30 (-1.21%)
Updated
Jun 13 closing price
Net Assets
1.33B
UPAAX
Price
$13.70
Change
-$0.42 (-2.97%)
Updated
Jun 13 closing price
Net Assets
2.43M
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ACRIX vs UPAAX

Header iconACRIX vs UPAAX Comparison
Open Charts ACRIX vs UPAAXBanner chart's image
Horizon Active Risk Assist® I
Price$24.50
Change-$0.30 (-1.21%)
VolumeN/A
Net Assets1.33B
Upright Assets Allocation Plus
Price$13.70
Change-$0.42 (-2.97%)
VolumeN/A
Net Assets2.43M
ACRIX vs UPAAX Comparison Chart
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ACRIX vs. UPAAX commentary
Jun 15, 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 ACRIX is a Buy and UPAAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
ACRIX has more cash in the bank: 1.34B vs. UPAAX (2.43M). ACRIX pays higher dividends than UPAAX: ACRIX (0.54) vs UPAAX (0.00). ACRIX was incepted earlier than UPAAX: ACRIX (9 years) vs UPAAX (8 years). UPAAX (3.28) is less costly to investors than ACRIX (1.18). ACRIX is a more actively managed with annual turnover of: 66.00 vs. UPAAX (0.00). UPAAX has a lower initial minimum investment than ACRIX: UPAAX (2000) vs ACRIX (10000000). UPAAX annual gain was more profitable for investors over the last year : 3.55 vs. ACRIX (-3.69). UPAAX return over 5 years is better than : 84.62 vs. ACRIX (39.36).
ACRIXUPAAXACRIX / UPAAX
Total Expense Ratio1.183.2836%
Annual Report Gross Expense Ratio1.183.2836%
Fund Existence9 years8 years-
Gain YTD2.905-2.143-136%
Front LoadN/AN/A-
Min. Initial Investment100000002000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.34B2.43M55,052%
Annual Yield % from dividends0.540.00-
Returns for 1 year-3.693.55-104%
Returns for 3 years20.7832.6564%
Returns for 5 years39.3684.6247%
Returns for 10 yearsN/AN/A-
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