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PHPIX vs UOPSX
PHPIX vs UOPSX Comparison Chart
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PHPIX vs. UOPSX commentary
May 01, 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: 834M vs. PHPIX (2.89M). PHPIX pays higher dividends than UOPSX: PHPIX (1.04) vs UOPSX (0.00). PHPIX was incepted earlier than UOPSX: PHPIX (25 years) vs UOPSX (27 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 : 4.53 vs. PHPIX (-2.55). UOPSX return over 5 years is better than : 85.35 vs. PHPIX (2.57).
| 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 | 27 years | - |
| Gain YTD | -10.535 | -19.566 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.89M | 834M | 0% |
| Annual Yield % from dividends | 1.04 | 0.00 | 22,394% |
| Returns for 1 year | -2.55 | 4.53 | -56% |
| Returns for 3 years | -21.05 | 46.60 | -45% |
| Returns for 5 years | 2.57 | 85.35 | 3% |
| Returns for 10 years | -9.06 | 360.18 | -3% |
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