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UAPIX vs UOPIX
UAPIX vs UOPIX Comparison Chart
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UAPIX vs. UOPIX commentary
Apr 16, 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 UAPIX is a Hold and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 756M vs. UAPIX (33M). UAPIX pays higher dividends than UOPIX: UAPIX (1.33) vs UOPIX (0.50). UAPIX was incepted earlier than UOPIX: UAPIX (25 years) vs UOPIX (27 years). UAPIX (1.74) is less costly to investors than UOPIX (1.53). UAPIX is a more actively managed with annual turnover of: 46.00 vs. UOPIX (22.00). UAPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : -0.10 vs. UAPIX (-18.36). UOPIX return over 5 years is better than : 113.07 vs. UAPIX (67.75).
| UAPIX | UOPIX | UAPIX / UOPIX | |
| Total Expense Ratio | 1.74 | 1.53 | 114% |
| Annual Report Gross Expense Ratio | 1.74 | 1.53 | 114% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | -31.653 | -23.974 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33M | 756M | 4% |
| Annual Yield % from dividends | 1.33 | 0.50 | 265% |
| Returns for 1 year | -18.36 | -0.10 | 18,605% |
| Returns for 3 years | -33.72 | 23.59 | -143% |
| Returns for 5 years | 67.75 | 113.07 | 60% |
| Returns for 10 years | 9.02 | 473.53 | 2% |
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