Ad is loading...
HCPIX vs UOPIX
HCPIX vs UOPIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HCPIX vs. UOPIX commentary
Feb 23, 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 Buy and UOPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.08B vs. HCPIX (13.2M). HCPIX pays higher dividends than UOPIX: HCPIX (0.23) vs UOPIX (0.00). HCPIX was incepted earlier than UOPIX: HCPIX (25 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 : 31.18 vs. HCPIX (-3.28). UOPIX return over 5 years is better than : 129.30 vs. HCPIX (45.43).
| HCPIX | UOPIX | HCPIX / UOPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 9.228 | 4.470 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 1.08B | 1% |
| Annual Yield % from dividends | 0.23 | 0.00 | - |
| Returns for 1 year | -3.28 | 31.18 | -11% |
| Returns for 3 years | 13.08 | 67.58 | 19% |
| Returns for 5 years | 45.43 | 129.30 | 35% |
| Returns for 10 years | 118.88 | 650.00 | 18% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers