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BMPIX vs UOPIX
BMPIX vs UOPIX Comparison Chart
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BMPIX vs. UOPIX commentary
Apr 11, 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 BMPIX is a Hold and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 834M vs. BMPIX (3.48M). BMPIX pays higher dividends than UOPIX: BMPIX (0.91) vs UOPIX (0.50). BMPIX was incepted earlier than UOPIX: BMPIX (24 years) vs UOPIX (27 years). BMPIX (2.08) is less costly to investors than UOPIX (1.53). BMPIX is a more actively managed with annual turnover of: 146.00 vs. UOPIX (22.00). BMPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : -20.49 vs. BMPIX (-30.76). UOPIX return over 5 years is better than : 101.57 vs. BMPIX (73.85).
| BMPIX | UOPIX | BMPIX / UOPIX | |
| Total Expense Ratio | 1.78 | 1.53 | 116% |
| Annual Report Gross Expense Ratio | 2.08 | 1.53 | 136% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | -17.774 | -36.145 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.48M | 834M | 0% |
| Annual Yield % from dividends | 0.91 | 0.50 | 182% |
| Returns for 1 year | -30.76 | -20.49 | 150% |
| Returns for 3 years | -26.96 | -2.60 | 1,038% |
| Returns for 5 years | 73.85 | 101.57 | 73% |
| Returns for 10 years | 51.30 | 366.08 | 14% |
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