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UAPSX vs UOPIX
UAPSX vs UOPIX Comparison Chart
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UAPSX vs. UOPIX commentary
Dec 24, 2024
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 UAPSX is a Hold and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.28B vs. UAPSX (74.6M). UAPSX pays higher dividends than UOPIX: UAPSX (0.19) vs UOPIX (0.00). UAPSX was incepted earlier than UOPIX: UAPSX (25 years) vs UOPIX (27 years). UAPSX is a more actively managed with annual turnover of: 97.00 vs. UOPIX (60.00). UAPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 46.90 vs. UAPSX (11.66). UOPIX return over 5 years is better than : 151.01 vs. UAPSX (1.88).
| UAPSX | UOPIX | UAPSX / UOPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 10.611 | 45.884 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.6M | 1.28B | 6% |
| Annual Yield % from dividends | 0.19 | 0.00 | - |
| Returns for 1 year | 11.66 | 46.90 | 25% |
| Returns for 3 years | -22.58 | 22.26 | -101% |
| Returns for 5 years | 1.88 | 151.01 | 1% |
| Returns for 10 years | 57.27 | 696.32 | 8% |
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