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UBPIX vs UOPSX
UBPIX vs UOPSX Comparison Chart in %
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UBPIX vs. UOPSX commentary
Jul 29, 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 Buy and UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.2B vs. UBPIX (7.83M). UBPIX pays higher dividends than UOPSX: UBPIX (5.02) 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. UOPSX annual gain was more profitable for investors over the last year : 34.25 vs. UBPIX (13.95). UOPSX return over 5 years is better than : 95.42 vs. UBPIX (89.67).
| 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 | 33.333 | 13.146 | 254% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.83M | 1.2B | 1% |
| Annual Yield % from dividends | 5.02 | 0.00 | 142,751% |
| Returns for 1 year | 13.95 | 34.25 | 41% |
| Returns for 3 years | 41.35 | 142.38 | 29% |
| Returns for 5 years | 89.67 | 95.42 | 94% |
| Returns for 10 years | -25.53 | 528.40 | -5% |