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UBPIX vs UOPSX
UBPIX vs UOPSX Comparison Chart in %
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UBPIX vs. UOPSX commentary
Nov 19, 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 Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.43B vs. UBPIX (11.8M). UBPIX pays higher dividends than UOPSX: UBPIX (4.15) 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: 150.00 vs. UOPSX (52.00). UBPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UBPIX annual gain was more profitable for investors over the last year : 55.48 vs. UOPSX (25.22). UBPIX return over 5 years is better than : 116.29 vs. UOPSX (65.30).
| 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 | 80.789 | 21.025 | 384% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8M | 1.43B | 1% |
| Annual Yield % from dividends | 4.15 | 0.00 | - |
| Returns for 1 year | 55.48 | 25.22 | 220% |
| Returns for 3 years | 69.03 | 191.15 | 36% |
| Returns for 5 years | 116.29 | 65.30 | 178% |
| Returns for 10 years | 29.11 | 547.52 | 5% |