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IDPIX vs UOPIX
IDPIX vs UOPIX Comparison Chart
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IDPIX vs. UOPIX commentary
May 09, 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 IDPIX is a Buy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 901M vs. IDPIX (9.92M). IDPIX pays higher dividends than UOPIX: IDPIX (1.41) vs UOPIX (0.50). IDPIX was incepted earlier than UOPIX: IDPIX (21 years) vs UOPIX (27 years). IDPIX (1.88) is less costly to investors than UOPIX (1.53). IDPIX is a more actively managed with annual turnover of: 391.00 vs. UOPIX (22.00). IDPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 6.87 vs. IDPIX (5.55). IDPIX (115.09) and UOPIX (114.46) have equivalent 5 years return.
| IDPIX | UOPIX | IDPIX / UOPIX | |
| Total Expense Ratio | 1.78 | 1.53 | 116% |
| Annual Report Gross Expense Ratio | 1.88 | 1.53 | 123% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 0.661 | -15.741 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.92M | 901M | 1% |
| Annual Yield % from dividends | 1.41 | 0.50 | 281% |
| Returns for 1 year | 5.55 | 6.87 | 81% |
| Returns for 3 years | 46.60 | 80.58 | 58% |
| Returns for 5 years | 115.09 | 114.46 | 101% |
| Returns for 10 years | 171.21 | 511.58 | 33% |
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