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UAPIX vs UOPSX
UAPIX vs UOPSX Comparison Chart in %
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UAPIX vs. UOPSX commentary
Sep 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.19B vs. UAPIX (48.9M). UAPIX pays higher dividends than UOPSX: UAPIX (1.01) 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: 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 : 33.72 vs. UAPIX (13.94). UAPIX return over 5 years is better than : 62.69 vs. UOPSX (58.83).
| 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 | 7.105 | 12.054 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.9M | 1.19B | 4% |
| Annual Yield % from dividends | 1.01 | 0.00 | - |
| Returns for 1 year | 13.94 | 33.72 | 41% |
| Returns for 3 years | 35.22 | 146.19 | 24% |
| Returns for 5 years | 62.69 | 58.83 | 107% |
| Returns for 10 years | 101.13 | 606.39 | 17% |
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