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HCPIX vs UOPIX
HCPIX vs UOPIX Comparison Chart in %
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HCPIX vs. UOPIX commentary
Sep 26, 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 StrongBuy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.25B vs. HCPIX (10.3M). HCPIX pays higher dividends than UOPIX: HCPIX (0.85) vs UOPIX (0.00). 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: 55.00 vs. UOPIX (22.00). HCPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 33.08 vs. HCPIX (-18.56). UOPIX return over 5 years is better than : 120.32 vs. HCPIX (31.64).
| 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 | -2.736 | 22.797 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 1.25B | 1% |
| Annual Yield % from dividends | 0.85 | 0.00 | - |
| Returns for 1 year | -18.56 | 33.08 | -56% |
| Returns for 3 years | 8.85 | 220.93 | 4% |
| Returns for 5 years | 31.64 | 120.32 | 26% |
| Returns for 10 years | 119.79 | 899.68 | 13% |
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