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UBPSX vs UOPIX
UBPSX vs UOPIX Comparison Chart in %
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UBPSX vs. UOPIX commentary
Nov 20, 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: 1.54B vs. UBPSX (11.8M). UBPSX pays higher dividends than UOPIX: UBPSX (3.66) vs UOPIX (0.34). UBPSX was incepted earlier than UOPIX: UBPSX (18 years) vs UOPIX (28 years). UBPSX (2.93) is less costly to investors than UOPIX (1.53). UBPSX is a more actively managed with annual turnover of: 150.00 vs. UOPIX (52.00). UBPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UBPSX annual gain was more profitable for investors over the last year : 54.66 vs. UOPIX (23.02). UBPSX return over 5 years is better than : 112.31 vs. UOPIX (92.11).
| 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 | 28 years | - |
| Gain YTD | 80.146 | 20.404 | 393% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8M | 1.54B | 1% |
| Annual Yield % from dividends | 3.66 | 0.34 | 1,078% |
| Returns for 1 year | 54.66 | 23.02 | 237% |
| Returns for 3 years | 64.38 | 202.57 | 32% |
| Returns for 5 years | 112.31 | 92.11 | 122% |
| Returns for 10 years | 16.87 | 699.07 | 2% |
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