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UBPSX vs UOPIX
UBPSX vs UOPIX Comparison Chart
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UBPSX vs. UOPIX commentary
Jan 19, 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 Hold and UOPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.07B vs. UBPSX (6.97M). UBPSX pays higher dividends than UOPIX: UBPSX (4.53) vs UOPIX (0.00). UBPSX was incepted earlier than UOPIX: UBPSX (17 years) vs UOPIX (27 years). UBPSX is a more actively managed with annual turnover of: 114.00 vs. UOPIX (60.00). UBPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 44.99 vs. UBPSX (-30.37). UOPIX return over 5 years is better than : 140.20 vs. UBPSX (-53.86).
| UBPSX | UOPIX | UBPSX / UOPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 4.827 | 3.632 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.97M | 1.07B | 1% |
| Annual Yield % from dividends | 4.53 | 0.00 | - |
| Returns for 1 year | -30.37 | 44.99 | -68% |
| Returns for 3 years | -6.28 | 36.68 | -17% |
| Returns for 5 years | -53.86 | 140.20 | -38% |
| Returns for 10 years | -63.25 | 746.65 | -8% |
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