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UBPSX vs UOPIX
UBPSX vs UOPIX Comparison Chart
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UBPSX vs. UOPIX commentary
May 11, 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 Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 912M vs. UBPSX (7.1M). UBPSX pays higher dividends than UOPIX: UBPSX (5.07) vs UOPIX (0.50). UBPSX was incepted earlier than UOPIX: UBPSX (18 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 : 8.54 vs. UBPSX (-18.19). UBPSX return over 5 years is better than : 139.72 vs. UOPIX (118.52).
| UBPSX | UOPIX | UBPSX / UOPIX | |
| Total Expense Ratio | 2.78 | 1.53 | 182% |
| Annual Report Gross Expense Ratio | 2.93 | 1.53 | 192% |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | 26.047 | -14.144 | -184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.1M | 912M | 1% |
| Annual Yield % from dividends | 5.07 | 0.50 | 1,005% |
| Returns for 1 year | -18.19 | 8.54 | -213% |
| Returns for 3 years | 14.54 | 79.42 | 18% |
| Returns for 5 years | 139.72 | 118.52 | 118% |
| Returns for 10 years | -56.58 | 528.26 | -11% |
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