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HCPIX vs UOPIX
HCPIX vs UOPIX Comparison Chart
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HCPIX vs. UOPIX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 781M vs. HCPIX (11.4M). HCPIX pays higher dividends than UOPIX: HCPIX (0.76) vs UOPIX (0.50). HCPIX was incepted earlier than UOPIX: HCPIX (25 years) vs UOPIX (27 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 : 0.70 vs. HCPIX (-8.13). UOPIX return over 5 years is better than : 109.25 vs. HCPIX (38.24).
| 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 | 27 years | - |
| Gain YTD | -3.165 | -25.144 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4M | 781M | 1% |
| Annual Yield % from dividends | 0.76 | 0.50 | 151% |
| Returns for 1 year | -8.13 | 0.70 | -1,163% |
| Returns for 3 years | -6.91 | 28.67 | -24% |
| Returns for 5 years | 38.24 | 109.25 | 35% |
| Returns for 10 years | 90.65 | 422.72 | 21% |
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