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PHPIX vs UOPIX
PHPIX vs UOPIX Comparison Chart in %
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PHPIX vs. UOPIX commentary
Sep 08, 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 Buy and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.19B vs. PHPIX (3.45M). PHPIX pays higher dividends than UOPIX: PHPIX (0.95) vs UOPIX (0.00). PHPIX was incepted earlier than UOPIX: PHPIX (25 years) vs UOPIX (28 years). PHPIX (2.50) is less costly to investors than UOPIX (1.53). PHPIX is a more actively managed with annual turnover of: 207.00 vs. UOPIX (22.00). PHPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 36.48 vs. PHPIX (8.65). UOPIX return over 5 years is better than : 86.63 vs. PHPIX (17.23).
| PHPIX | UOPIX | PHPIX / UOPIX | |
| Total Expense Ratio | 1.78 | 1.53 | 116% |
| Annual Report Gross Expense Ratio | 2.50 | 1.53 | 163% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 12.682 | 14.022 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45M | 1.19B | 0% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | 8.65 | 36.48 | 24% |
| Returns for 3 years | 9.72 | 162.20 | 6% |
| Returns for 5 years | 17.23 | 86.63 | 20% |
| Returns for 10 years | 24.46 | 793.37 | 3% |
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