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UAPIX vs UOPIX
UAPIX vs UOPIX Comparison
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UAPIX vs UOPIX Comparison Chart in %
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UAPIX vs. UOPIX commentary
Aug 03, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.3B vs. UAPIX (58.4M). UAPIX pays higher dividends than UOPIX: UAPIX (0.35) vs UOPIX (0.31). UAPIX was incepted earlier than UOPIX: UAPIX (27 years) vs UOPIX (29 years). UAPIX (1.67) is less costly to investors than UOPIX (1.45). UAPIX is a more actively managed with annual turnover of: 69.00 vs. UOPIX (52.00). UAPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UAPIX annual gain was more profitable for investors over the last year : 63.06 vs. UOPIX (15.12). UOPIX return over 5 years is better than : 50.07 vs. UAPIX (14.33).
| UAPIX | UOPIX | UAPIX / UOPIX | |
| Total Expense Ratio | 1.67 | 1.45 | 115% |
| Annual Report Gross Expense Ratio | 1.67 | 1.45 | 115% |
| Fund Existence | 27 years | 29 years | - |
| Gain YTD | 33.462 | 18.501 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.4M | 1.3B | 4% |
| Annual Yield % from dividends | 0.35 | 0.31 | 114% |
| Returns for 1 year | 63.06 | 15.12 | 417% |
| Returns for 3 years | 66.06 | 104.20 | 63% |
| Returns for 5 years | 14.33 | 50.07 | 29% |
| Returns for 10 years | 169.89 | 775.37 | 22% |
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