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BIPIX vs UOPIX
BIPIX vs UOPIX Comparison Chart
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BIPIX vs. UOPIX 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 BIPIX is a Hold and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.03B vs. BIPIX (60.8M). UOPIX pays higher dividends than BIPIX: UOPIX (0.50) vs BIPIX (0.20). BIPIX was incepted earlier than UOPIX: BIPIX (25 years) vs UOPIX (27 years). BIPIX (1.56) and UOPIX (1.53) have similar cost to investors . BIPIX is a more actively managed with annual turnover of: 196.00 vs. UOPIX (22.00). BIPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 12.25 vs. BIPIX (-41.92). UOPIX return over 5 years is better than : 131.06 vs. BIPIX (-46.74).
| BIPIX | UOPIX | BIPIX / UOPIX | |
| Total Expense Ratio | 1.56 | 1.53 | 102% |
| Annual Report Gross Expense Ratio | 1.56 | 1.53 | 102% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | -20.092 | -5.492 | 366% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.8M | 1.03B | 6% |
| Annual Yield % from dividends | 0.20 | 0.50 | 40% |
| Returns for 1 year | -41.92 | 12.25 | -342% |
| Returns for 3 years | -32.42 | 109.21 | -30% |
| Returns for 5 years | -46.74 | 131.06 | -36% |
| Returns for 10 years | -50.55 | 559.08 | -9% |
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