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UBPIX vs UOPIX
UBPIX vs UOPIX Comparison Chart in %
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UBPIX vs. UOPIX commentary
Sep 30, 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 Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.26B vs. UBPIX (8.25M). UBPIX pays higher dividends than UOPIX: UBPIX (4.74) vs UOPIX (0.00). 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 : 31.42 vs. UBPIX (17.43). UBPIX return over 5 years is better than : 176.10 vs. UOPIX (108.97).
| 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 | 54.649 | 21.938 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.25M | 1.26B | 1% |
| Annual Yield % from dividends | 4.74 | 0.00 | - |
| Returns for 1 year | 17.43 | 31.42 | 55% |
| Returns for 3 years | 58.70 | 239.59 | 24% |
| Returns for 5 years | 176.10 | 108.97 | 162% |
| Returns for 10 years | 23.40 | 874.30 | 3% |
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