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UBPIX vs UOPIX
UBPIX vs UOPIX Comparison
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UBPIX vs UOPIX Comparison Chart in %
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UBPIX vs. UOPIX commentary
Sep 19, 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 UBPIX is a Hold and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.35B vs. UBPIX (18M). UBPIX pays higher dividends than UOPIX: UBPIX (3.86) vs UOPIX (0.29). UBPIX was incepted earlier than UOPIX: UBPIX (19 years) vs UOPIX (29 years). UBPIX (2.00) is less costly to investors than UOPIX (1.45). UBPIX is a more actively managed with annual turnover of: 150.00 vs. UOPIX (52.00). UBPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UBPIX annual gain was more profitable for investors over the last year : 71.45 vs. UOPIX (15.04). UBPIX return over 5 years is better than : 147.03 vs. UOPIX (53.73).
| UBPIX | UOPIX | UBPIX / UOPIX | |
| Total Expense Ratio | 1.78 | 1.45 | 123% |
| Annual Report Gross Expense Ratio | 2.00 | 1.45 | 138% |
| Fund Existence | 19 years | 29 years | - |
| Gain YTD | 37.953 | 27.257 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18M | 1.35B | 1% |
| Annual Yield % from dividends | 3.86 | 0.29 | 1,325% |
| Returns for 1 year | 71.45 | 15.04 | 475% |
| Returns for 3 years | 93.16 | 137.51 | 68% |
| Returns for 5 years | 147.03 | 53.73 | 274% |
| Returns for 10 years | 55.35 | 807.37 | 7% |
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