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UBPIX vs UOPSX
UBPIX vs UOPSX Comparison
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UBPIX vs UOPSX Comparison Chart in %
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UBPIX vs. UOPSX commentary
Aug 23, 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 Hold and UOPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.45B vs. UBPIX (14.7M). 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 : 75.45 vs. UOPSX (13.03). UBPIX return over 5 years is better than : 110.24 vs. UOPSX (27.91).
| 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 | 28.746 | 25.928 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.7M | 1.45B | 1% |
| Annual Yield % from dividends | 3.65 | 0.00 | - |
| Returns for 1 year | 75.45 | 13.03 | 579% |
| Returns for 3 years | 86.37 | 117.04 | 74% |
| Returns for 5 years | 110.24 | 27.91 | 395% |
| Returns for 10 years | 32.98 | 557.18 | 6% |
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