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HCPIX vs UOPIX
HCPIX vs UOPIX Comparison Chart
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HCPIX vs. UOPIX commentary
Nov 18, 2024
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 StrongSell and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.01B vs. HCPIX (16.5M). HCPIX pays higher dividends than UOPIX: HCPIX (0.23) vs UOPIX (0.00). HCPIX was incepted earlier than UOPIX: HCPIX (24 years) vs UOPIX (27 years). HCPIX is a more actively managed with annual turnover of: 77.00 vs. UOPIX (60.00). HCPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 51.10 vs. HCPIX (13.01). UOPIX return over 5 years is better than : 152.22 vs. HCPIX (54.58).
| HCPIX | UOPIX | HCPIX / UOPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 3.316 | 34.981 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5M | 1.01B | 2% |
| Annual Yield % from dividends | 0.23 | 0.00 | - |
| Returns for 1 year | 13.01 | 51.10 | 25% |
| Returns for 3 years | -2.95 | 1.34 | -220% |
| Returns for 5 years | 54.58 | 152.22 | 36% |
| Returns for 10 years | 126.01 | 647.11 | 19% |
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