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UBPIX vs UOPSX
UBPIX vs UOPSX Comparison Chart in %
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UBPIX vs. UOPSX commentary
Sep 30, 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 Hold and UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.26B vs. UBPIX (8.25M). UBPIX pays higher dividends than UOPSX: UBPIX (4.74) 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 : 28.75 vs. UBPIX (17.43). UBPIX return over 5 years is better than : 176.10 vs. UOPSX (77.86).
| 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 | 54.649 | 19.769 | 276% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.25M | 1.26B | 1% |
| Annual Yield % from dividends | 4.74 | 0.00 | - |
| Returns for 1 year | 17.43 | 28.75 | 61% |
| Returns for 3 years | 58.70 | 218.89 | 27% |
| Returns for 5 years | 176.10 | 77.86 | 226% |
| Returns for 10 years | 23.40 | 670.53 | 3% |
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