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UAPIX vs UOPSX
UAPIX vs UOPSX Comparison Chart in %
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UAPIX vs. UOPSX commentary
Nov 20, 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 UOPSX is a Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.54B vs. UAPIX (69.9M). UAPIX pays higher dividends than UOPSX: UAPIX (0.93) vs UOPSX (0.00). UAPIX was incepted earlier than UOPSX: UAPIX (26 years) vs UOPSX (28 years). UOPSX (2.53) is less costly to investors than UAPIX (1.74). UAPIX is a more actively managed with annual turnover of: 69.00 vs. UOPSX (52.00). UAPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 20.54 vs. UAPIX (-7.17). UOPSX return over 5 years is better than : 63.51 vs. UAPIX (15.95).
| UAPIX | UOPSX | UAPIX / UOPSX | |
| Total Expense Ratio | 1.74 | 2.53 | 69% |
| Annual Report Gross Expense Ratio | 1.74 | 2.53 | 69% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 1.765 | 18.107 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.9M | 1.54B | 5% |
| Annual Yield % from dividends | 0.93 | 0.00 | - |
| Returns for 1 year | -7.17 | 20.54 | -35% |
| Returns for 3 years | 23.55 | 184.13 | 13% |
| Returns for 5 years | 15.95 | 63.51 | 25% |
| Returns for 10 years | 87.53 | 531.91 | 16% |
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