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PHPIX vs UOPIX
PHPIX vs UOPIX Comparison Chart
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PHPIX vs. UOPIX commentary
May 01, 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: 834M vs. PHPIX (2.89M). PHPIX pays higher dividends than UOPIX: PHPIX (1.04) vs UOPIX (0.50). PHPIX was incepted earlier than UOPIX: PHPIX (25 years) vs UOPIX (27 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 : 5.59 vs. PHPIX (-2.55). UOPIX return over 5 years is better than : 115.52 vs. PHPIX (2.57).
| 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 | 27 years | - |
| Gain YTD | -10.535 | -19.295 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.89M | 834M | 0% |
| Annual Yield % from dividends | 1.04 | 0.50 | 206% |
| Returns for 1 year | -2.55 | 5.59 | -46% |
| Returns for 3 years | -21.05 | 54.51 | -39% |
| Returns for 5 years | 2.57 | 115.52 | 2% |
| Returns for 10 years | -9.06 | 475.92 | -2% |
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