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HCPIX vs UOPIX
HCPIX vs UOPIX Comparison
Open Charts HCPIX vs UOPIX
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HCPIX vs UOPIX Comparison Chart
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HCPIX vs. UOPIX commentary
Sep 21, 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: 959M vs. HCPIX (19M). 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 : 47.62 vs. HCPIX (24.26). UOPIX return over 5 years is better than : 158.61 vs. HCPIX (91.90).
| 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 | 18.726 | 23.249 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19M | 959M | 2% |
| Annual Yield % from dividends | 0.23 | 0.00 | - |
| Returns for 1 year | 24.26 | 47.62 | 51% |
| Returns for 3 years | 11.22 | -4.45 | -252% |
| Returns for 5 years | 91.90 | 158.61 | 58% |
| Returns for 10 years | 180.22 | 627.13 | 29% |
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