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UAPIX vs UOPIX
UAPIX vs UOPIX Comparison Chart
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UAPIX vs. UOPIX commentary
Jun 15, 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: 1.04B vs. UAPIX (38.4M). UAPIX pays higher dividends than UOPIX: UAPIX (1.30) vs UOPIX (0.43). 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 : 8.00 vs. UAPIX (-4.59). UOPIX return over 5 years is better than : 131.04 vs. UAPIX (54.07).
| 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 | -15.916 | -0.891 | 1,787% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.4M | 1.04B | 4% |
| Annual Yield % from dividends | 1.30 | 0.43 | 306% |
| Returns for 1 year | -4.59 | 8.00 | -57% |
| Returns for 3 years | 14.80 | 150.70 | 10% |
| Returns for 5 years | 54.07 | 131.04 | 41% |
| Returns for 10 years | 30.60 | 614.49 | 5% |
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