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PHPIX vs UOPIX
PHPIX vs UOPIX Comparison Chart
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PHPIX vs. UOPIX commentary
Jan 19, 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 PHPIX is a Hold and UOPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.07B vs. PHPIX (2.91M). PHPIX pays higher dividends than UOPIX: PHPIX (0.46) vs UOPIX (0.00). PHPIX was incepted earlier than UOPIX: PHPIX (25 years) vs UOPIX (27 years). PHPIX is a more actively managed with annual turnover of: 272.00 vs. UOPIX (60.00). PHPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 44.99 vs. PHPIX (4.72). UOPIX return over 5 years is better than : 140.20 vs. PHPIX (1.92).
| PHPIX | UOPIX | PHPIX / UOPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 2.269 | 3.632 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.91M | 1.07B | 0% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 4.72 | 44.99 | 10% |
| Returns for 3 years | -11.61 | 36.68 | -32% |
| Returns for 5 years | 1.92 | 140.20 | 1% |
| Returns for 10 years | 8.15 | 746.65 | 1% |
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