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UBPSX vs UOPIX
UBPSX vs UOPIX Comparison Chart in %
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UBPSX vs. UOPIX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.28B vs. UBPSX (8.91M). UBPSX pays higher dividends than UOPIX: UBPSX (3.96) vs UOPIX (0.37). 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: 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 : 39.49 vs. UBPSX (15.14). UBPSX return over 5 years is better than : 134.89 vs. UOPIX (112.29).
| 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 | 49.727 | 26.532 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.91M | 1.28B | 1% |
| Annual Yield % from dividends | 3.96 | 0.37 | 1,071% |
| Returns for 1 year | 15.14 | 39.49 | 38% |
| Returns for 3 years | 31.13 | 249.17 | 12% |
| Returns for 5 years | 134.89 | 112.29 | 120% |
| Returns for 10 years | -8.02 | 864.45 | -1% |
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