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PHPIX vs UOPSX
PHPIX vs UOPSX Comparison Chart in %
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PHPIX vs. UOPSX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.21B vs. PHPIX (2.63M). PHPIX pays higher dividends than UOPSX: PHPIX (1.19) vs UOPSX (0.00). PHPIX was incepted earlier than UOPSX: PHPIX (25 years) vs UOPSX (28 years). UOPSX (2.53) and PHPIX (2.50) have similar cost to investors . PHPIX is a more actively managed with annual turnover of: 207.00 vs. UOPSX (22.00). PHPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 12.34 vs. PHPIX (3.21). UOPSX return over 5 years is better than : 93.73 vs. PHPIX (3.05).
| PHPIX | UOPSX | PHPIX / UOPSX | |
| Total Expense Ratio | 1.78 | 2.53 | 70% |
| Annual Report Gross Expense Ratio | 2.50 | 2.53 | 99% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | -8.306 | 9.732 | -85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.63M | 1.21B | 0% |
| Annual Yield % from dividends | 1.19 | 0.00 | 33,817% |
| Returns for 1 year | 3.21 | 12.34 | 26% |
| Returns for 3 years | -22.52 | 154.05 | -15% |
| Returns for 5 years | 3.05 | 93.73 | 3% |
| Returns for 10 years | -8.13 | 546.98 | -1% |
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