ARANX
Price
$22.73
Change
+$0.26 (+1.16%)
Updated
Apr 24 closing price
Net Assets
1.22B
UPAAX
Price
$10.73
Change
+$0.41 (+3.97%)
Updated
Apr 23 closing price
Net Assets
1.83M
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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$22.73
Change+$0.26 (+1.16%)
VolumeN/A
Net Assets1.22B
Upright Assets Allocation Plus
Price$10.73
Change+$0.41 (+3.97%)
VolumeN/A
Net Assets1.83M
ARANX vs UPAAX Comparison Chart
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ARANX vs. UPAAX commentary
Apr 25, 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: 1.22B vs. UPAAX (1.83M). ARANX pays higher dividends than UPAAX: ARANX (0.54) 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 (1.32). 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). ARANX annual gain was more profitable for investors over the last year : -7.84 vs. UPAAX (-10.18). UPAAX return over 5 years is better than : 47.76 vs. ARANX (25.52).
ARANXUPAAXARANX / UPAAX
Total Expense Ratio1.323.2840%
Annual Report Gross Expense Ratio1.323.2840%
Fund Existence11 years8 years-
Gain YTD-7.369-26.28628%
Front LoadN/AN/A-
Min. Initial Investment25002000125%
Min. Initial Investment IRAN/AN/A-
Net Assets1.22B1.83M66,849%
Annual Yield % from dividends0.540.00-
Returns for 1 year-7.84-10.1877%
Returns for 3 years0.92-13.24-7%
Returns for 5 years25.5247.7653%
Returns for 10 years13.09N/A-
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