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HCPIX vs UOPSX
HCPIX vs UOPSX Comparison Chart
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HCPIX vs. UOPSX 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 UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 781M vs. HCPIX (11.4M). HCPIX pays higher dividends than UOPSX: HCPIX (0.76) vs UOPSX (0.00). HCPIX was incepted earlier than UOPSX: HCPIX (25 years) vs UOPSX (27 years). UOPSX (2.53) is less costly to investors than HCPIX (1.72). HCPIX is a more actively managed with annual turnover of: 55.00 vs. UOPSX (22.00). HCPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : -0.31 vs. HCPIX (-8.13). UOPSX return over 5 years is better than : 79.98 vs. HCPIX (38.24).
| HCPIX | UOPSX | HCPIX / UOPSX | |
| Total Expense Ratio | 1.72 | 2.53 | 68% |
| Annual Report Gross Expense Ratio | 1.72 | 2.53 | 68% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | -3.165 | -25.377 | 12% |
| 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 | 0.00 | 16,335% |
| Returns for 1 year | -8.13 | -0.31 | 2,665% |
| Returns for 3 years | -6.91 | 22.09 | -31% |
| Returns for 5 years | 38.24 | 79.98 | 48% |
| Returns for 10 years | 90.65 | 317.73 | 29% |
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