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HCPIX vs UOPSX
HCPIX vs UOPSX Comparison Chart
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HCPIX vs. UOPSX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.08B vs. HCPIX (13.2M). HCPIX pays higher dividends than UOPSX: HCPIX (0.23) vs UOPSX (0.00). HCPIX was incepted earlier than UOPSX: HCPIX (25 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 : 29.86 vs. HCPIX (-3.28). UOPSX return over 5 years is better than : 97.17 vs. HCPIX (45.43).
| HCPIX | UOPSX | HCPIX / UOPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 9.228 | 4.301 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 1.08B | 1% |
| Annual Yield % from dividends | 0.23 | 0.00 | - |
| Returns for 1 year | -3.28 | 29.86 | -11% |
| Returns for 3 years | 13.08 | 58.96 | 22% |
| Returns for 5 years | 45.43 | 97.17 | 47% |
| Returns for 10 years | 118.88 | 499.27 | 24% |
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