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UBPSX vs UOPSX
UBPSX vs UOPSX Comparison Chart in %
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UBPSX vs. UOPSX 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 UOPSX is a Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.54B vs. UBPSX (11.8M). UBPSX pays higher dividends than UOPSX: UBPSX (3.66) vs UOPSX (0.00). UBPSX was incepted earlier than UOPSX: UBPSX (18 years) vs UOPSX (28 years). UBPSX (2.93) is less costly to investors than UOPSX (2.53). UBPSX is a more actively managed with annual turnover of: 150.00 vs. UOPSX (52.00). UBPSX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UBPSX annual gain was more profitable for investors over the last year : 54.66 vs. UOPSX (20.54). UBPSX return over 5 years is better than : 112.31 vs. UOPSX (63.51).
| UBPSX | UOPSX | UBPSX / UOPSX | |
| Total Expense Ratio | 2.78 | 2.53 | 110% |
| Annual Report Gross Expense Ratio | 2.93 | 2.53 | 116% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 80.146 | 18.107 | 443% |
| 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 | 0.00 | - |
| Returns for 1 year | 54.66 | 20.54 | 266% |
| Returns for 3 years | 64.38 | 184.13 | 35% |
| Returns for 5 years | 112.31 | 63.51 | 177% |
| Returns for 10 years | 16.87 | 531.91 | 3% |