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HCPIX vs UOPIX
HCPIX vs UOPIX Comparison Chart
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HCPIX vs. UOPIX commentary
Dec 19, 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 Buy and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.32B vs. HCPIX (15.5M). 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 : 57.59 vs. HCPIX (2.67). UOPIX return over 5 years is better than : 170.84 vs. HCPIX (39.10).
| 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 | 0.000 | 56.094 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5M | 1.32B | 1% |
| Annual Yield % from dividends | 0.23 | 0.00 | - |
| Returns for 1 year | 2.67 | 57.59 | 5% |
| Returns for 3 years | -8.96 | 33.85 | -26% |
| Returns for 5 years | 39.10 | 170.84 | 23% |
| Returns for 10 years | 111.26 | 750.62 | 15% |
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