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HCPIX vs UOPIX
HCPIX vs UOPIX Comparison Chart in %
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HCPIX vs. UOPIX commentary
Nov 19, 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 HCPIX is a Hold and UOPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.43B vs. HCPIX (17.4M). HCPIX pays higher dividends than UOPIX: HCPIX (0.79) vs UOPIX (0.34). HCPIX was incepted earlier than UOPIX: HCPIX (25 years) vs UOPIX (28 years). HCPIX (1.72) is less costly to investors than UOPIX (1.53). HCPIX is a more actively managed with annual turnover of: 99.00 vs. UOPIX (52.00). HCPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 27.81 vs. HCPIX (7.44). UOPIX return over 5 years is better than : 94.22 vs. HCPIX (40.64).
| HCPIX | UOPIX | HCPIX / UOPIX | |
| Total Expense Ratio | 1.72 | 1.53 | 112% |
| Annual Report Gross Expense Ratio | 1.72 | 1.53 | 112% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 12.536 | 23.385 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4M | 1.43B | 1% |
| Annual Yield % from dividends | 0.79 | 0.34 | 232% |
| Returns for 1 year | 7.44 | 27.81 | 27% |
| Returns for 3 years | 11.51 | 210.06 | 5% |
| Returns for 5 years | 40.64 | 94.22 | 43% |
| Returns for 10 years | 133.19 | 718.85 | 19% |
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