ARAAX
Price
$21.49
Change
-$0.23 (-1.06%)
Updated
Apr 7 closing price
Net Assets
1.17B
UPAAX
Price
$9.75
Change
-$0.12 (-1.22%)
Updated
Apr 7 closing price
Net Assets
1.75M
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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$21.49
Change-$0.23 (-1.06%)
VolumeN/A
Net Assets1.17B
Upright Assets Allocation Plus
Price$9.75
Change-$0.12 (-1.22%)
VolumeN/A
Net Assets1.75M
ARAAX vs UPAAX Comparison Chart
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ARAAX vs. UPAAX commentary
Apr 08, 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 Hold and UPAAX is a Hold.

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FUNDAMENTALS
Fundamentals
ARAAX has more cash in the bank: 1.17B vs. UPAAX (1.75M). ARAAX pays higher dividends than UPAAX: ARAAX (0.53) vs UPAAX (0.00). ARAAX was incepted earlier than UPAAX: ARAAX (10 years) vs UPAAX (8 years). UPAAX (3.28) is less costly to investors than ARAAX (1.47). ARAAX is a more actively managed with annual turnover of: 66.00 vs. UPAAX (0.00). UPAAX has a lower initial minimum investment than ARAAX: UPAAX (2000) vs ARAAX (2500). ARAAX annual gain was more profitable for investors over the last year : -11.36 vs. UPAAX (-19.89). UPAAX return over 5 years is better than : 52.12 vs. ARAAX (23.52).
ARAAXUPAAXARAAX / UPAAX
Total Expense Ratio1.473.2845%
Annual Report Gross Expense Ratio1.473.2845%
Fund Existence10 years8 years-
Gain YTD-9.349-29.50032%
Front LoadN/AN/A-
Min. Initial Investment25002000125%
Min. Initial Investment IRAN/AN/A-
Net Assets1.17B1.75M66,991%
Annual Yield % from dividends0.530.00-
Returns for 1 year-11.36-19.8957%
Returns for 3 years-5.88-24.0624%
Returns for 5 years23.5252.1245%
Returns for 10 yearsN/AN/A-
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