ARAAX
Price
$24.83
Change
+$0.20 (+0.81%)
Updated
Jan 30 closing price
Net Assets
1.34B
UPAAX
Price
$15.22
Change
+$0.29 (+1.94%)
Updated
Jan 30 closing price
Net Assets
2.64M
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ARAAX vs UPAAX

Header iconARAAX vs UPAAX Comparison
Open Charts ARAAX vs UPAAXBanner chart's image
Horizon Active Risk Assist® A
Price$24.83
Change+$0.20 (+0.81%)
VolumeN/A
Net Assets1.34B
Upright Assets Allocation Plus
Price$15.22
Change+$0.29 (+1.94%)
VolumeN/A
Net Assets2.64M
ARAAX vs UPAAX Comparison Chart
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ARAAX vs. UPAAX commentary
Jan 31, 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 ARAAX is a StrongBuy and UPAAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
ARAAX has more cash in the bank: 1.34B vs. UPAAX (2.64M). UPAAX pays higher dividends than ARAAX: UPAAX (0.71) vs ARAAX (0.49). ARAAX was incepted earlier than UPAAX: ARAAX (9 years) vs UPAAX (7 years). ARAAX is a more actively managed with annual turnover of: 176.00 vs. UPAAX (0.00). UPAAX has a lower initial minimum investment than ARAAX: UPAAX (2000) vs ARAAX (2500). UPAAX annual gain was more profitable for investors over the last year : 36.26 vs. ARAAX (6.03). UPAAX return over 5 years is better than : 103.47 vs. ARAAX (17.72).
ARAAXUPAAXARAAX / UPAAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence9 years7 years-
Gain YTD2.7968.71432%
Front LoadN/AN/A-
Min. Initial Investment25002000125%
Min. Initial Investment IRAN/AN/A-
Net Assets1.34B2.64M50,738%
Annual Yield % from dividends0.490.7169%
Returns for 1 year6.0336.2617%
Returns for 3 years5.1114.9234%
Returns for 5 years17.72103.4717%
Returns for 10 yearsN/AN/A-
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