ARANX
Price
$23.99
Change
-$0.02 (-0.08%)
Updated
May 22 closing price
Net Assets
1.31B
UPAAX
Price
$13.09
Change
+$0.04 (+0.31%)
Updated
May 22 closing price
Net Assets
2.31M
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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$23.99
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets1.31B
Upright Assets Allocation Plus
Price$13.09
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets2.31M
ARANX vs UPAAX Comparison Chart
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ARANX vs. UPAAX commentary
May 23, 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 Buy and UPAAX is a Buy.

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FUNDAMENTALS
Fundamentals
ARANX has more cash in the bank: 1.31B vs. UPAAX (2.31M). ARANX pays higher dividends than UPAAX: ARANX (0.55) vs UPAAX (0.00). ARANX was incepted earlier than UPAAX: ARANX (11 years) vs UPAAX (8 years). UPAAX (3.28) is less costly to investors than ARANX (1.28). ARANX is a more actively managed with annual turnover of: 66.00 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 : 0.31 vs. ARANX (-4.97). UPAAX return over 5 years is better than : 83.46 vs. ARANX (35.52).
ARANXUPAAXARANX / UPAAX
Total Expense Ratio1.283.2839%
Annual Report Gross Expense Ratio1.283.2839%
Fund Existence11 years8 years-
Gain YTD-0.042-6.7861%
Front LoadN/AN/A-
Min. Initial Investment25002000125%
Min. Initial Investment IRAN/AN/A-
Net Assets1.31B2.31M56,537%
Annual Yield % from dividends0.550.00-
Returns for 1 year-4.970.31-1,617%
Returns for 3 years13.3416.2082%
Returns for 5 years35.5283.4643%
Returns for 10 years22.32N/A-
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