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HCPIX vs UOPSX
HCPIX vs UOPSX Comparison Chart
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HCPIX vs. UOPSX commentary
Nov 18, 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 UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.01B vs. HCPIX (16.5M). HCPIX pays higher dividends than UOPSX: HCPIX (0.23) vs UOPSX (0.00). HCPIX was incepted earlier than UOPSX: HCPIX (24 years) vs UOPSX (27 years). HCPIX is a more actively managed with annual turnover of: 77.00 vs. UOPSX (60.00). HCPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 49.59 vs. HCPIX (13.01). UOPSX return over 5 years is better than : 113.92 vs. HCPIX (54.58).
| HCPIX | UOPSX | HCPIX / UOPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 3.316 | 33.796 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5M | 1.01B | 2% |
| Annual Yield % from dividends | 0.23 | 0.00 | - |
| Returns for 1 year | 13.01 | 49.59 | 26% |
| Returns for 3 years | -2.95 | -6.02 | 49% |
| Returns for 5 years | 54.58 | 113.92 | 48% |
| Returns for 10 years | 126.01 | 497.14 | 25% |
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