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PHPIX vs UOPSX
PHPIX vs UOPSX Comparison Chart
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PHPIX vs. UOPSX commentary
Jan 19, 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 Hold and UOPSX is a Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.07B vs. PHPIX (2.91M). PHPIX pays higher dividends than UOPSX: PHPIX (0.46) vs UOPSX (0.00). PHPIX was incepted earlier than UOPSX: PHPIX (25 years) vs UOPSX (27 years). PHPIX is a more actively managed with annual turnover of: 272.00 vs. UOPSX (60.00). PHPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 43.52 vs. PHPIX (4.72). UOPSX return over 5 years is better than : 106.55 vs. PHPIX (1.92).
| PHPIX | UOPSX | PHPIX / UOPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 2.269 | 3.566 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.91M | 1.07B | 0% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 4.72 | 43.52 | 11% |
| Returns for 3 years | -11.61 | 29.68 | -39% |
| Returns for 5 years | 1.92 | 106.55 | 2% |
| Returns for 10 years | 8.15 | 576.50 | 1% |
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