ARANX
Price
$22.94
Change
-$0.82 (-3.45%)
Updated
Apr 3 closing price
Net Assets
1.27B
UPAAX
Price
$11.10
Change
-$1.40 (-11.20%)
Updated
Apr 3 closing price
Net Assets
2.21M
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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$22.94
Change-$0.82 (-3.45%)
VolumeN/A
Net Assets1.27B
Upright Assets Allocation Plus
Price$11.10
Change-$1.40 (-11.20%)
VolumeN/A
Net Assets2.21M
ARANX vs UPAAX Comparison Chart
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ARANX vs. UPAAX commentary
Apr 04, 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: 1.27B vs. UPAAX (2.21M). ARANX pays higher dividends than UPAAX: ARANX (0.54) vs UPAAX (0.00). ARANX was incepted earlier than UPAAX: ARANX (11 years) vs UPAAX (7 years). UPAAX (3.28) is less costly to investors than ARANX (1.32). 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 : -1.26 vs. ARANX (-4.19). UPAAX return over 5 years is better than : 92.66 vs. ARANX (35.82).
ARANXUPAAXARANX / UPAAX
Total Expense Ratio1.323.2840%
Annual Report Gross Expense Ratio1.323.2840%
Fund Existence11 years7 years-
Gain YTD-1.082-10.71410%
Front LoadN/AN/A-
Min. Initial Investment25002000125%
Min. Initial Investment IRAN/AN/A-
Net Assets1.27B2.21M57,569%
Annual Yield % from dividends0.540.00-
Returns for 1 year-4.19-1.26331%
Returns for 3 years1.88-5.83-32%
Returns for 5 years35.8292.6639%
Returns for 10 years22.63N/A-
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