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UAPSX vs UOPIX
UAPSX vs UOPIX Comparison
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UAPSX vs UOPIX Comparison Chart in %
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UAPSX vs. UOPIX commentary
Aug 03, 2026
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: 1.3B vs. UAPSX (58.4M). UOPIX pays higher dividends than UAPSX: UOPIX (0.31) vs UAPSX (0.00). UAPSX was incepted earlier than UOPIX: UAPSX (27 years) vs UOPIX (29 years). UAPSX (2.67) is less costly to investors than UOPIX (1.45). UAPSX is a more actively managed with annual turnover of: 69.00 vs. UOPIX (52.00). UAPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UAPSX annual gain was more profitable for investors over the last year : 61.51 vs. UOPIX (15.12). UOPIX return over 5 years is better than : 50.07 vs. UAPSX (8.86).
| UAPSX | UOPIX | UAPSX / UOPIX | |
| Total Expense Ratio | 2.67 | 1.45 | 184% |
| Annual Report Gross Expense Ratio | 2.67 | 1.45 | 184% |
| Fund Existence | 27 years | 29 years | - |
| Gain YTD | 32.707 | 18.501 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.4M | 1.3B | 4% |
| Annual Yield % from dividends | 0.00 | 0.31 | - |
| Returns for 1 year | 61.51 | 15.12 | 407% |
| Returns for 3 years | 61.29 | 104.20 | 59% |
| Returns for 5 years | 8.86 | 50.07 | 18% |
| Returns for 10 years | 143.98 | 775.37 | 19% |
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