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HCPIX vs UOPIX
HCPIX vs UOPIX Comparison Chart
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HCPIX vs. UOPIX commentary
Jan 19, 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: 1.07B vs. HCPIX (15.6M). 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 : 44.99 vs. HCPIX (-1.77). UOPIX return over 5 years is better than : 140.20 vs. HCPIX (34.91).
| 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 | 2.705 | 3.632 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6M | 1.07B | 1% |
| Annual Yield % from dividends | 0.23 | 0.00 | - |
| Returns for 1 year | -1.77 | 44.99 | -4% |
| Returns for 3 years | 0.04 | 36.68 | 0% |
| Returns for 5 years | 34.91 | 140.20 | 25% |
| Returns for 10 years | 114.39 | 746.65 | 15% |
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