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PHPIX vs UOPIX
PHPIX vs UOPIX Comparison
Open Charts PHPIX vs UOPIX
PHPIX vs UOPIX Comparison Chart in %
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PHPIX vs. UOPIX commentary
Sep 12, 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 Hold and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.38B vs. PHPIX (95.5M). PHPIX pays higher dividends than UOPIX: PHPIX (0.65) vs UOPIX (0.29). 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 : 62.46 vs. UOPIX (16.82). PHPIX return over 5 years is better than : 51.32 vs. UOPIX (48.27).
| 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 | 28.382 | 24.530 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.5M | 1.38B | 7% |
| Annual Yield % from dividends | 0.65 | 0.29 | 224% |
| Returns for 1 year | 62.46 | 16.82 | 371% |
| Returns for 3 years | 71.90 | 129.04 | 56% |
| Returns for 5 years | 51.32 | 48.27 | 106% |
| Returns for 10 years | 91.51 | 818.57 | 11% |
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