Interact to see
Advertisement
Advertisement
ARAAX vs UPAAX
ARAAX vs UPAAX Comparison
Open Charts ARAAX vs UPAAX
ARAAX vs UPAAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ARAAX vs. UPAAX commentary
Aug 23, 2026
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 Buy and UPAAX is a Buy.
FUNDAMENTALS
Fundamentals
ARAAX has more cash in the bank: 1.6B vs. UPAAX (4.39M). ARAAX pays higher dividends than UPAAX: ARAAX (0.51) vs UPAAX (0.05). ARAAX was incepted earlier than UPAAX: ARAAX (11 years) vs UPAAX (9 years). UPAAX (2.49) is less costly to investors than ARAAX (1.40). ARAAX is a more actively managed with annual turnover of: 172.00 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 : 53.72 vs. ARAAX (10.87). UPAAX return over 5 years is better than : 71.37 vs. ARAAX (11.17).
| ARAAX | UPAAX | ARAAX / UPAAX | |
| Total Expense Ratio | 1.40 | 2.49 | 56% |
| Annual Report Gross Expense Ratio | 1.40 | 2.49 | 56% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 12.955 | 31.724 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2000 | 125% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 4.39M | 36,471% |
| Annual Yield % from dividends | 0.51 | 0.05 | 1,009% |
| Returns for 1 year | 10.87 | 53.72 | 20% |
| Returns for 3 years | 34.02 | 132.57 | 26% |
| Returns for 5 years | 11.17 | 71.37 | 16% |
| Returns for 10 years | 51.84 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BISVX | 16.56 | 0.13 | +0.79% |
| Brown Advisory Sustainable Val Inv | |||
| UPDDX | 31.87 | 0.19 | +0.60% |
| Upright Growth & Income | |||
| WMLIX | 37.25 | 0.18 | +0.49% |
| Wilmington Large-Cap Strategy Instl | |||
| ITHIX | 48.50 | 0.20 | +0.41% |
| Hartford Capital Appreciation I | |||
| RMLPX | 34.63 | -0.18 | -0.52% |
| Recurrent MLP & Infrastructure Class I | |||