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UBPIX vs UOPSX
UBPIX vs UOPSX Comparison Chart in %
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UBPIX vs. UOPSX commentary
Oct 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.25B vs. UBPIX (7.89M). UBPIX pays higher dividends than UOPSX: UBPIX (4.49) 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 : 29.65 vs. UBPIX (25.36). UBPIX return over 5 years is better than : 158.37 vs. UOPSX (69.21).
| 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 | 51.930 | 22.180 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.89M | 1.25B | 1% |
| Annual Yield % from dividends | 4.49 | 0.00 | - |
| Returns for 1 year | 25.36 | 29.65 | 86% |
| Returns for 3 years | 39.00 | 217.89 | 18% |
| Returns for 5 years | 158.37 | 69.21 | 229% |
| Returns for 10 years | 16.47 | 628.00 | 3% |
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