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UBPSX vs UOPIX
UBPSX vs UOPIX Comparison
Open Charts UBPSX vs UOPIX
UBPSX vs UOPIX Comparison Chart in %
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UBPSX vs. UOPIX commentary
Aug 23, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.45B vs. UBPSX (14.7M). UBPSX pays higher dividends than UOPIX: UBPSX (3.61) vs UOPIX (0.31). UBPSX was incepted earlier than UOPIX: UBPSX (19 years) vs UOPIX (29 years). UBPSX (3.00) is less costly to investors than UOPIX (1.45). 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 : 73.47 vs. UOPIX (24.43). UBPSX return over 5 years is better than : 99.00 vs. UOPIX (57.72).
| UBPSX | UOPIX | UBPSX / UOPIX | |
| Total Expense Ratio | 2.78 | 1.45 | 192% |
| Annual Report Gross Expense Ratio | 3.00 | 1.45 | 207% |
| Fund Existence | 19 years | 29 years | - |
| Gain YTD | 27.524 | 26.699 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.7M | 1.45B | 1% |
| Annual Yield % from dividends | 3.61 | 0.31 | 1,158% |
| Returns for 1 year | 73.47 | 24.43 | 301% |
| Returns for 3 years | 79.74 | 143.77 | 55% |
| Returns for 5 years | 99.00 | 57.72 | 172% |
| Returns for 10 years | 19.68 | 796.23 | 2% |
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