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HCPSX vs UOPIX
HCPSX vs UOPIX Comparison Chart
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HCPSX vs. UOPIX commentary
Nov 23, 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 HCPSX is a StrongBuy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.04B vs. HCPSX (17M). HCPSX (0.00) and UOPIX (0.00) have matching dividends . HCPSX was incepted earlier than UOPIX: HCPSX (24 years) vs UOPIX (27 years). HCPSX is a more actively managed with annual turnover of: 77.00 vs. UOPIX (60.00). HCPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 53.09 vs. HCPSX (12.03). UOPIX return over 5 years is better than : 163.39 vs. HCPSX (48.53).
| HCPSX | UOPIX | HCPSX / UOPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 4.834 | 39.486 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17M | 1.04B | 2% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 12.03 | 53.09 | 23% |
| Returns for 3 years | -1.77 | 4.79 | -37% |
| Returns for 5 years | 48.53 | 163.39 | 30% |
| Returns for 10 years | 104.98 | 655.72 | 16% |
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