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UAPIX vs UOPSX
UAPIX vs UOPSX Comparison Chart in %
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UAPIX vs. UOPSX 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 UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.2B vs. UAPIX (43.2M). UAPIX pays higher dividends than UOPSX: UAPIX (1.18) vs UOPSX (0.00). UAPIX was incepted earlier than UOPSX: UAPIX (25 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: 46.00 vs. UOPSX (22.00). UAPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 34.25 vs. UAPIX (-6.83). UOPSX return over 5 years is better than : 95.42 vs. UAPIX (59.81).
| UAPIX | UOPSX | UAPIX / UOPSX | |
| Total Expense Ratio | 1.74 | 2.53 | 69% |
| Annual Report Gross Expense Ratio | 1.74 | 2.53 | 69% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | -3.411 | 13.146 | -26% |
| 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 | 0.00 | 33,607% |
| Returns for 1 year | -6.83 | 34.25 | -20% |
| Returns for 3 years | 19.16 | 142.38 | 13% |
| Returns for 5 years | 59.81 | 95.42 | 63% |
| Returns for 10 years | 61.96 | 528.40 | 12% |
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