ACRIX
Price
$22.81
Change
+$0.26 (+1.15%)
Updated
Apr 24 closing price
Net Assets
1.22B
UPAAX
Price
$10.73
Change
+$0.41 (+3.97%)
Updated
Apr 23 closing price
Net Assets
1.83M
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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$22.81
Change+$0.26 (+1.15%)
VolumeN/A
Net Assets1.22B
Upright Assets Allocation Plus
Price$10.73
Change+$0.41 (+3.97%)
VolumeN/A
Net Assets1.83M
ACRIX vs UPAAX Comparison Chart
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ACRIX vs. UPAAX commentary
Apr 25, 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 Buy.

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FUNDAMENTALS
Fundamentals
ACRIX has more cash in the bank: 1.22B vs. UPAAX (1.83M). ACRIX pays higher dividends than UPAAX: ACRIX (0.55) 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 (1.22). 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). ACRIX annual gain was more profitable for investors over the last year : -7.73 vs. UPAAX (-10.18). UPAAX return over 5 years is better than : 47.76 vs. ACRIX (26.17).
ACRIXUPAAXACRIX / UPAAX
Total Expense Ratio1.223.2837%
Annual Report Gross Expense Ratio1.223.2837%
Fund Existence9 years8 years-
Gain YTD-7.344-26.28628%
Front LoadN/AN/A-
Min. Initial Investment100000002000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.22B1.83M66,849%
Annual Yield % from dividends0.550.00-
Returns for 1 year-7.73-10.1876%
Returns for 3 years1.26-13.24-10%
Returns for 5 years26.1747.7655%
Returns for 10 yearsN/AN/A-
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