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PHPIX vs UOPIX
PHPIX vs UOPIX Comparison
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PHPIX vs UOPIX Comparison Chart in %
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PHPIX vs. UOPIX commentary
Aug 03, 2026
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 StrongBuy and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.3B vs. PHPIX (8.58M). PHPIX pays higher dividends than UOPIX: PHPIX (0.69) vs UOPIX (0.31). PHPIX was incepted earlier than UOPIX: PHPIX (26 years) vs UOPIX (29 years). PHPIX (2.53) is less costly to investors than UOPIX (1.45). PHPIX is a more actively managed with annual turnover of: 178.00 vs. UOPIX (52.00). PHPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. PHPIX annual gain was more profitable for investors over the last year : 100.52 vs. UOPIX (15.12). UOPIX (50.07) and PHPIX (49.73) have equivalent 5 years return.
| PHPIX | UOPIX | PHPIX / UOPIX | |
| Total Expense Ratio | 1.78 | 1.45 | 123% |
| Annual Report Gross Expense Ratio | 2.53 | 1.45 | 174% |
| Fund Existence | 26 years | 29 years | - |
| Gain YTD | 29.104 | 18.501 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.58M | 1.3B | 1% |
| Annual Yield % from dividends | 0.69 | 0.31 | 221% |
| Returns for 1 year | 100.52 | 15.12 | 665% |
| Returns for 3 years | 71.89 | 104.20 | 69% |
| Returns for 5 years | 49.73 | 50.07 | 99% |
| Returns for 10 years | 75.56 | 775.37 | 10% |
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