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PHPIX vs UOPSX
PHPIX vs UOPSX Comparison Chart in %
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PHPIX vs. UOPSX commentary
Jul 27, 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 StrongBuy and UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.18B vs. PHPIX (2.93M). 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 : 33.66 vs. PHPIX (-2.63). UOPSX return over 5 years is better than : 94.56 vs. PHPIX (7.55).
| 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 | -1.945 | 12.651 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93M | 1.18B | 0% |
| Annual Yield % from dividends | 1.19 | 0.00 | 33,817% |
| Returns for 1 year | -2.63 | 33.66 | -8% |
| Returns for 3 years | -15.46 | 141.32 | -11% |
| Returns for 5 years | 7.55 | 94.56 | 8% |
| Returns for 10 years | -4.28 | 525.65 | -1% |
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