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UBPSX vs UOPIX
UBPSX vs UOPIX Comparison Chart
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UBPSX vs. UOPIX commentary
Apr 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 UBPSX is a Buy and UOPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 839M vs. UBPSX (8.94M). UBPSX pays higher dividends than UOPIX: UBPSX (4.98) vs UOPIX (0.50). UBPSX was incepted earlier than UOPIX: UBPSX (17 years) vs UOPIX (27 years). UBPSX (2.93) is less costly to investors than UOPIX (1.53). UBPSX is a more actively managed with annual turnover of: 111.00 vs. UOPIX (22.00). UBPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 5.22 vs. UBPSX (-18.25). UOPIX return over 5 years is better than : 217.86 vs. UBPSX (177.24).
| UBPSX | UOPIX | UBPSX / UOPIX | |
| Total Expense Ratio | 2.78 | 1.53 | 182% |
| Annual Report Gross Expense Ratio | 2.93 | 1.53 | 192% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 24.408 | -15.453 | -158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94M | 839M | 1% |
| Annual Yield % from dividends | 4.98 | 0.50 | 990% |
| Returns for 1 year | -18.25 | 5.22 | -350% |
| Returns for 3 years | -26.90 | 15.11 | -178% |
| Returns for 5 years | 177.24 | 217.86 | 81% |
| Returns for 10 years | -52.29 | 537.47 | -10% |
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