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PHPIX vs UOPIX
PHPIX vs UOPIX Comparison Chart in %
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PHPIX vs. UOPIX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.21B vs. PHPIX (2.63M). PHPIX pays higher dividends than UOPIX: PHPIX (1.19) vs UOPIX (0.38). 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 : 13.46 vs. PHPIX (3.21). UOPIX return over 5 years is better than : 125.24 vs. PHPIX (3.05).
| 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 | -8.306 | 10.285 | -81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.63M | 1.21B | 0% |
| Annual Yield % from dividends | 1.19 | 0.38 | 313% |
| Returns for 1 year | 3.21 | 13.46 | 24% |
| Returns for 3 years | -22.52 | 167.73 | -13% |
| Returns for 5 years | 3.05 | 125.24 | 2% |
| Returns for 10 years | -8.13 | 709.51 | -1% |
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