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UBPIX vs UOPIX
UBPIX vs UOPIX Comparison Chart in %
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UBPIX vs. UOPIX commentary
Oct 21, 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 UBPIX is a Hold and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.25B vs. UBPIX (7.89M). UBPIX pays higher dividends than UOPIX: UBPIX (4.49) vs UOPIX (0.37). UBPIX was incepted earlier than UOPIX: UBPIX (18 years) vs UOPIX (28 years). UBPIX (1.93) is less costly to investors than UOPIX (1.53). UBPIX is a more actively managed with annual turnover of: 111.00 vs. UOPIX (22.00). UBPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 32.33 vs. UBPIX (25.36). UBPIX return over 5 years is better than : 158.37 vs. UOPIX (98.84).
| UBPIX | UOPIX | UBPIX / UOPIX | |
| Total Expense Ratio | 1.78 | 1.53 | 116% |
| Annual Report Gross Expense Ratio | 1.93 | 1.53 | 126% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 51.930 | 24.463 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.89M | 1.25B | 1% |
| Annual Yield % from dividends | 4.49 | 0.37 | 1,214% |
| Returns for 1 year | 25.36 | 32.33 | 78% |
| Returns for 3 years | 39.00 | 238.59 | 16% |
| Returns for 5 years | 158.37 | 98.84 | 160% |
| Returns for 10 years | 16.47 | 820.62 | 2% |
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