Ad is loading...
UBPIX vs UOPIX
UBPIX vs UOPIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
UBPIX vs. UOPIX commentary
Dec 19, 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 UBPIX is a Hold and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.32B vs. UBPIX (6.22M). UBPIX pays higher dividends than UOPIX: UBPIX (4.75) vs UOPIX (0.00). UBPIX was incepted earlier than UOPIX: UBPIX (17 years) vs UOPIX (27 years). UBPIX is a more actively managed with annual turnover of: 114.00 vs. UOPIX (60.00). UBPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 57.59 vs. UBPIX (-32.09). UOPIX return over 5 years is better than : 170.84 vs. UBPIX (-49.79).
| UBPIX | UOPIX | UBPIX / UOPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | -34.712 | 56.094 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.22M | 1.32B | 0% |
| Annual Yield % from dividends | 4.75 | 0.00 | - |
| Returns for 1 year | -32.09 | 57.59 | -56% |
| Returns for 3 years | 11.72 | 33.85 | 35% |
| Returns for 5 years | -49.79 | 170.84 | -29% |
| Returns for 10 years | -58.33 | 750.62 | -8% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| USRAX | 33.62 | -0.11 | -0.33% |
| Horizon Multi-Factor U.S. Equity Inv | |||
| JIGZX | 82.02 | -0.29 | -0.35% |
| JPMorgan U.S. GARP Equity R2 | |||
| REUYX | 51.59 | -0.25 | -0.48% |
| Russell Inv Sustainable Equity Y | |||
| FATIX | 149.72 | -0.95 | -0.63% |
| Fidelity Advisor Technology I | |||
| FOVIX | 32.04 | -0.26 | -0.80% |
| First Trust/Confluence Small Cap Val I | |||