ACRIX
Price
$23.02
Change
-$0.82 (-3.44%)
Updated
Apr 3 closing price
Net Assets
1.27B
UPAAX
Price
$11.10
Change
-$1.40 (-11.20%)
Updated
Apr 3 closing price
Net Assets
2.21M
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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$23.02
Change-$0.82 (-3.44%)
VolumeN/A
Net Assets1.27B
Upright Assets Allocation Plus
Price$11.10
Change-$1.40 (-11.20%)
VolumeN/A
Net Assets2.21M
ACRIX vs UPAAX Comparison Chart
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ACRIX vs. UPAAX commentary
Apr 04, 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 Hold and UPAAX is a Hold.

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FUNDAMENTALS
Fundamentals
ACRIX has more cash in the bank: 1.27B vs. UPAAX (2.21M). ACRIX pays higher dividends than UPAAX: ACRIX (0.55) vs UPAAX (0.00). ACRIX was incepted earlier than UPAAX: ACRIX (9 years) vs UPAAX (7 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). UPAAX annual gain was more profitable for investors over the last year : -1.26 vs. ACRIX (-4.09). UPAAX return over 5 years is better than : 92.66 vs. ACRIX (36.57).
ACRIXUPAAXACRIX / UPAAX
Total Expense Ratio1.223.2837%
Annual Report Gross Expense Ratio1.223.2837%
Fund Existence9 years7 years-
Gain YTD-1.079-10.71410%
Front LoadN/AN/A-
Min. Initial Investment100000002000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.27B2.21M57,569%
Annual Yield % from dividends0.550.00-
Returns for 1 year-4.09-1.26323%
Returns for 3 years2.21-5.83-38%
Returns for 5 years36.5792.6639%
Returns for 10 yearsN/AN/A-
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