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HCPSX vs UOPSX
HCPSX vs UOPSX Comparison Chart
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HCPSX 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 HCPSX is a Buy and UOPSX is a Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.08B vs. HCPSX (13.2M). HCPSX (0.00) and UOPSX (0.00) have matching dividends . HCPSX was incepted earlier than UOPSX: HCPSX (25 years) vs UOPSX (27 years). HCPSX is a more actively managed with annual turnover of: 77.00 vs. UOPSX (60.00). HCPSX (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. HCPSX (-4.25). UOPSX return over 5 years is better than : 97.17 vs. HCPSX (38.39).
| HCPSX | UOPSX | HCPSX / 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 | 9.070 | 4.301 | 211% |
| 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 | 0.00 | 0.00 | - |
| Returns for 1 year | -4.25 | 29.86 | -14% |
| Returns for 3 years | 9.73 | 58.96 | 17% |
| Returns for 5 years | 38.39 | 97.17 | 40% |
| Returns for 10 years | 94.88 | 499.27 | 19% |
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