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UAPIX vs UOPIX
UAPIX vs UOPIX Comparison Chart in %
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UAPIX vs. UOPIX 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 UAPIX is a Buy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.2B vs. UAPIX (43.2M). UAPIX pays higher dividends than UOPIX: UAPIX (1.18) vs UOPIX (0.38). UAPIX was incepted earlier than UOPIX: UAPIX (25 years) vs UOPIX (28 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 : 35.59 vs. UAPIX (-6.83). UOPIX return over 5 years is better than : 127.20 vs. UAPIX (59.81).
| 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 | 28 years | - |
| Gain YTD | -3.411 | 13.786 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.2M | 1.2B | 4% |
| Annual Yield % from dividends | 1.18 | 0.38 | 311% |
| Returns for 1 year | -6.83 | 35.59 | -19% |
| Returns for 3 years | 19.16 | 155.42 | 12% |
| Returns for 5 years | 59.81 | 127.20 | 47% |
| Returns for 10 years | 61.96 | 686.29 | 9% |
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