ARANX
Price
$24.83
Change
-$0.39 (-1.55%)
Updated
Feb 21 closing price
Net Assets
1.34B
UPAAX
Price
$15.12
Change
-$0.66 (-4.18%)
Updated
Feb 21 closing price
Net Assets
2.68M
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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$24.83
Change-$0.39 (-1.55%)
VolumeN/A
Net Assets1.34B
Upright Assets Allocation Plus
Price$15.12
Change-$0.66 (-4.18%)
VolumeN/A
Net Assets2.68M
ARANX vs UPAAX Comparison Chart
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ARANX vs. UPAAX commentary
Feb 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 Hold.

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FUNDAMENTALS
Fundamentals
ARANX has more cash in the bank: 1.34B vs. UPAAX (2.68M). ARANX pays higher dividends than UPAAX: ARANX (0.77) vs UPAAX (0.71). ARANX was incepted earlier than UPAAX: ARANX (11 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 : 26.32 vs. ARANX (2.05). UPAAX return over 5 years is better than : 91.95 vs. ARANX (15.88).
ARANXUPAAXARANX / UPAAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence11 years7 years-
Gain YTD3.3728.00042%
Front LoadN/AN/A-
Min. Initial Investment25002000125%
Min. Initial Investment IRAN/AN/A-
Net Assets1.34B2.68M50,075%
Annual Yield % from dividends0.770.71109%
Returns for 1 year2.0526.328%
Returns for 3 years10.1716.8860%
Returns for 5 years15.8891.9517%
Returns for 10 years27.05N/A-
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