ARANX
Price
$24.49
Change
+$0.20 (+0.82%)
Updated
Jan 17 closing price
Net Assets
1.33B
UPAAX
Price
$14.77
Change
+$0.24 (+1.65%)
Updated
Jan 17 closing price
Net Assets
2.62M
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ARANX vs UPAAX

Header iconARANX vs UPAAX Comparison
Open Charts ARANX vs UPAAXBanner chart's image
Horizon Active Risk Assist® Investor
Price$24.49
Change+$0.20 (+0.82%)
VolumeN/A
Net Assets1.33B
Upright Assets Allocation Plus
Price$14.77
Change+$0.24 (+1.65%)
VolumeN/A
Net Assets2.62M
ARANX vs UPAAX Comparison Chart
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ARANX vs. UPAAX commentary
Jan 19, 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 ARANX is a Hold and UPAAX is a Hold.

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FUNDAMENTALS
Fundamentals
ARANX has more cash in the bank: 1.33B vs. UPAAX (2.62M). ARANX pays higher dividends than UPAAX: ARANX (0.77) vs UPAAX (0.71). ARANX was incepted earlier than UPAAX: ARANX (10 years) vs UPAAX (7 years). ARANX is a more actively managed with annual turnover of: 176.00 vs. UPAAX (0.00). UPAAX has a lower initial minimum investment than ARANX: UPAAX (2000) vs ARANX (2500). UPAAX annual gain was more profitable for investors over the last year : 36.76 vs. ARANX (6.58). UPAAX return over 5 years is better than : 94.10 vs. ARANX (13.27).
ARANXUPAAXARANX / UPAAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years7 years-
Gain YTD1.9575.50036%
Front LoadN/AN/A-
Min. Initial Investment25002000125%
Min. Initial Investment IRAN/AN/A-
Net Assets1.33B2.62M50,822%
Annual Yield % from dividends0.770.71109%
Returns for 1 year6.5836.7618%
Returns for 3 years2.894.0471%
Returns for 5 years13.2794.1014%
Returns for 10 years30.75N/A-
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