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UBPIX vs UOPSX
UBPIX vs UOPSX Comparison Chart in %
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UBPIX vs. UOPSX commentary
Jul 05, 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 StrongBuy and UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.17B vs. UBPIX (7.68M). 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. UBPIX annual gain was more profitable for investors over the last year : 17.98 vs. UOPSX (10.16). UBPIX return over 5 years is better than : 122.98 vs. UOPSX (89.96).
| 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 | 43.860 | 7.601 | 577% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.68M | 1.17B | 1% |
| Annual Yield % from dividends | 5.02 | 0.00 | 142,751% |
| Returns for 1 year | 17.98 | 10.16 | 177% |
| Returns for 3 years | 46.14 | 149.12 | 31% |
| Returns for 5 years | 122.98 | 89.96 | 137% |
| Returns for 10 years | -31.20 | 534.41 | -6% |
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