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HCPIX vs UOPSX
HCPIX vs UOPSX Comparison Chart in %
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HCPIX vs. UOPSX 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 UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.25B vs. HCPIX (10.3M). HCPIX pays higher dividends than UOPSX: HCPIX (0.85) vs UOPSX (0.00). HCPIX was incepted earlier than UOPSX: HCPIX (25 years) vs UOPSX (28 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 : 30.38 vs. HCPIX (-18.56). UOPSX return over 5 years is better than : 87.51 vs. HCPIX (31.64).
| 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 | 28 years | - |
| Gain YTD | -2.736 | 20.619 | -13% |
| 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 | 30.38 | -61% |
| Returns for 3 years | 8.85 | 201.30 | 4% |
| Returns for 5 years | 31.64 | 87.51 | 36% |
| Returns for 10 years | 119.79 | 690.52 | 17% |
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