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BIPSX vs UOPIX
BIPSX vs UOPIX Comparison Chart in %
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BIPSX vs. UOPIX commentary
Jul 01, 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: 1.17B vs. BIPSX (62.8M). UOPIX pays higher dividends than BIPSX: UOPIX (0.43) vs BIPSX (0.00). BIPSX was incepted earlier than UOPIX: BIPSX (25 years) vs UOPIX (28 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 : 14.64 vs. BIPSX (-49.21). UOPIX return over 5 years is better than : 141.20 vs. BIPSX (-62.27).
| 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 | 28 years | - |
| Gain YTD | -15.323 | 7.220 | -212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.8M | 1.17B | 5% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | -49.21 | 14.64 | -336% |
| Returns for 3 years | -43.36 | 157.79 | -27% |
| Returns for 5 years | -62.27 | 141.20 | -44% |
| Returns for 10 years | -67.49 | 695.22 | -10% |
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