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UBPIX vs UOPSX
UBPIX vs UOPSX Comparison Chart
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UBPIX vs. UOPSX commentary
Jun 14, 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 StrongBuy and UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.08B vs. UBPIX (7.1M). UBPIX pays higher dividends than UOPSX: UBPIX (5.48) vs UOPSX (0.00). UBPIX was incepted earlier than UOPSX: UBPIX (18 years) vs UOPSX (28 years). UOPSX (2.53) is less costly to investors than UBPIX (1.93). UBPIX is a more actively managed with annual turnover of: 111.00 vs. UOPSX (22.00). UBPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UBPIX annual gain was more profitable for investors over the last year : 14.62 vs. UOPSX (9.75). UOPSX return over 5 years is better than : 103.96 vs. UBPIX (98.67).
| UBPIX | UOPSX | UBPIX / UOPSX | |
| Total Expense Ratio | 1.78 | 2.53 | 70% |
| Annual Report Gross Expense Ratio | 1.93 | 2.53 | 76% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 36.754 | 1.269 | 2,897% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.1M | 1.08B | 1% |
| Annual Yield % from dividends | 5.48 | 0.00 | 139,104% |
| Returns for 1 year | 14.62 | 9.75 | 150% |
| Returns for 3 years | 23.91 | 144.22 | 17% |
| Returns for 5 years | 98.67 | 103.96 | 95% |
| Returns for 10 years | -41.08 | 486.05 | -8% |
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