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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
Aug 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.45B vs. UBPIX (14.7M). UBPIX pays higher dividends than UOPIX: UBPIX (3.65) vs UOPIX (0.31). 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 : 75.45 vs. UOPIX (24.43). UBPIX return over 5 years is better than : 110.24 vs. UOPIX (57.72).
| 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 | 28.746 | 26.699 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.7M | 1.45B | 1% |
| Annual Yield % from dividends | 3.65 | 0.31 | 1,173% |
| Returns for 1 year | 75.45 | 24.43 | 309% |
| Returns for 3 years | 86.37 | 143.77 | 60% |
| Returns for 5 years | 110.24 | 57.72 | 191% |
| Returns for 10 years | 32.98 | 796.23 | 4% |
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