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UBPIX vs UOPSX
UBPIX vs UOPSX Comparison Chart
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UBPIX vs. UOPSX commentary
Apr 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 Buy and UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 738M vs. UBPIX (6.48M). UBPIX pays higher dividends than UOPSX: UBPIX (5.68) vs UOPSX (0.00). UBPIX was incepted earlier than UOPSX: UBPIX (18 years) vs UOPSX (27 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 : -4.46 vs. UBPIX (-20.78). UBPIX return over 5 years is better than : 106.59 vs. UOPSX (69.73).
| 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 | 27 years | - |
| Gain YTD | 6.930 | -28.575 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.48M | 738M | 1% |
| Annual Yield % from dividends | 5.68 | 0.00 | 122,355% |
| Returns for 1 year | -20.78 | -4.46 | 465% |
| Returns for 3 years | -30.02 | 10.29 | -292% |
| Returns for 5 years | 106.59 | 69.73 | 153% |
| Returns for 10 years | -55.64 | 319.34 | -17% |
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