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HCPSX vs UOPIX
HCPSX vs UOPIX Comparison Chart in %
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HCPSX vs. UOPIX commentary
Oct 21, 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 HCPSX is a Buy and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.25B vs. HCPSX (15.5M). UOPIX pays higher dividends than HCPSX: UOPIX (0.37) vs HCPSX (0.00). HCPSX was incepted earlier than UOPIX: HCPSX (25 years) vs UOPIX (28 years). HCPSX (2.72) is less costly to investors than UOPIX (1.53). HCPSX is a more actively managed with annual turnover of: 55.00 vs. UOPIX (22.00). HCPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 30.64 vs. HCPSX (-12.97). UOPIX return over 5 years is better than : 105.30 vs. HCPSX (28.26).
| HCPSX | UOPIX | HCPSX / UOPIX | |
| Total Expense Ratio | 2.72 | 1.53 | 178% |
| Annual Report Gross Expense Ratio | 2.72 | 1.53 | 178% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 2.878 | 24.463 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5M | 1.25B | 1% |
| Annual Yield % from dividends | 0.00 | 0.37 | - |
| Returns for 1 year | -12.97 | 30.64 | -42% |
| Returns for 3 years | 8.71 | 229.24 | 4% |
| Returns for 5 years | 28.26 | 105.30 | 27% |
| Returns for 10 years | 100.80 | 748.94 | 13% |
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