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PHPIX vs UOPSX
PHPIX vs UOPSX Comparison Chart
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PHPIX vs. UOPSX commentary
Feb 23, 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 UOPSX is a Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.08B vs. PHPIX (2.85M). 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 : 29.86 vs. PHPIX (-4.28). UOPSX return over 5 years is better than : 97.17 vs. PHPIX (9.71).
| 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 | 5.186 | 4.301 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85M | 1.08B | 0% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | -4.28 | 29.86 | -14% |
| Returns for 3 years | -3.57 | 58.96 | -6% |
| Returns for 5 years | 9.71 | 97.17 | 10% |
| Returns for 10 years | 9.31 | 499.27 | 2% |
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