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UAPSX vs UOPIX
UAPSX vs UOPIX Comparison Chart in %
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UAPSX vs. UOPIX commentary
Aug 08, 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 UAPSX is a Hold and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.2B vs. UAPSX (39.5M). UAPSX pays higher dividends than UOPIX: UAPSX (0.51) vs UOPIX (0.00). UAPSX was incepted earlier than UOPIX: UAPSX (26 years) vs UOPIX (28 years). UAPSX (2.74) is less costly to investors than UOPIX (1.53). UAPSX is a more actively managed with annual turnover of: 46.00 vs. UOPIX (22.00). UAPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 51.66 vs. UAPSX (6.71). UOPIX return over 5 years is better than : 101.70 vs. UAPSX (28.32).
| UAPSX | UOPIX | UAPSX / UOPIX | |
| Total Expense Ratio | 2.74 | 1.53 | 179% |
| Annual Report Gross Expense Ratio | 2.74 | 1.53 | 179% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | -7.543 | 13.882 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.5M | 1.2B | 3% |
| Annual Yield % from dividends | 0.51 | 0.00 | - |
| Returns for 1 year | 6.71 | 51.66 | 13% |
| Returns for 3 years | -3.50 | 116.48 | -3% |
| Returns for 5 years | 28.32 | 101.70 | 28% |
| Returns for 10 years | 41.56 | 682.02 | 6% |