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BIPSX vs UOPIX
BIPSX vs UOPIX Comparison Chart
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BIPSX vs. UOPIX commentary
May 09, 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 BIPSX is a Hold and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 901M vs. BIPSX (59M). UOPIX pays higher dividends than BIPSX: UOPIX (0.50) vs BIPSX (0.00). BIPSX was incepted earlier than UOPIX: BIPSX (25 years) vs UOPIX (27 years). BIPSX (2.56) is less costly to investors than UOPIX (1.53). BIPSX is a more actively managed with annual turnover of: 196.00 vs. UOPIX (22.00). BIPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 6.87 vs. BIPSX (-46.21). UOPIX return over 5 years is better than : 114.46 vs. BIPSX (-59.39).
| BIPSX | UOPIX | BIPSX / UOPIX | |
| Total Expense Ratio | 2.56 | 1.53 | 167% |
| Annual Report Gross Expense Ratio | 2.56 | 1.53 | 167% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | -14.819 | -15.741 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59M | 901M | 7% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | -46.21 | 6.87 | -672% |
| Returns for 3 years | -39.34 | 80.58 | -49% |
| Returns for 5 years | -59.39 | 114.46 | -52% |
| Returns for 10 years | -65.52 | 511.58 | -13% |
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