Interact to see
Advertisement
Advertisement
UBPIX vs UOPSX
UBPIX vs UOPSX Comparison
Open Charts UBPIX vs UOPSX
UBPIX vs UOPSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UBPIX vs. UOPSX commentary
Aug 03, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.3B vs. UBPIX (17.6M). UBPIX pays higher dividends than UOPSX: UBPIX (3.65) vs UOPSX (0.00). UBPIX was incepted earlier than UOPSX: UBPIX (19 years) vs UOPSX (29 years). UOPSX (2.45) is less costly to investors than UBPIX (2.00). 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 : 99.11 vs. UOPSX (4.58). UBPIX return over 5 years is better than : 103.64 vs. UOPSX (21.70).
| UBPIX | UOPSX | UBPIX / UOPSX | |
| Total Expense Ratio | 1.78 | 2.45 | 73% |
| Annual Report Gross Expense Ratio | 2.00 | 2.45 | 82% |
| Fund Existence | 19 years | 29 years | - |
| Gain YTD | 37.855 | 17.844 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6M | 1.3B | 1% |
| Annual Yield % from dividends | 3.65 | 0.00 | - |
| Returns for 1 year | 99.11 | 4.58 | 2,164% |
| Returns for 3 years | 79.08 | 81.80 | 97% |
| Returns for 5 years | 103.64 | 21.70 | 478% |
| Returns for 10 years | 59.09 | 541.96 | 11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NEFFX | 84.45 | 0.98 | +1.17% |
| American Funds New Economy F-2 | |||
| BGAIX | 56.03 | 0.27 | +0.48% |
| Baron Global Opportunity Institutional | |||
| BIAYX | 12.40 | -0.05 | -0.40% |
| Brown Advisory Sustainable Sml-Cp Cr Inv | |||
| BIREX | 17.13 | -0.09 | -0.52% |
| BlackRock Real Estate Securities Instl | |||
| FSUTX | 132.69 | -0.72 | -0.54% |
| Fidelity Select Utilities | |||