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UBPSX vs UOPSX
UBPSX vs UOPSX Comparison Chart
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UBPSX vs. UOPSX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.06B vs. UBPSX (7.1M). UBPSX pays higher dividends than UOPSX: UBPSX (4.81) 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: 111.00 vs. UOPSX (22.00). UBPSX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 12.35 vs. UBPSX (-3.12). UOPSX return over 5 years is better than : 90.37 vs. UBPSX (54.54).
| 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 | 28.233 | -1.967 | -1,436% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.1M | 1.06B | 1% |
| Annual Yield % from dividends | 4.81 | 0.00 | 122,168% |
| Returns for 1 year | -3.12 | 12.35 | -25% |
| Returns for 3 years | -11.45 | 86.30 | -13% |
| Returns for 5 years | 54.54 | 90.37 | 60% |
| Returns for 10 years | -48.40 | 474.64 | -10% |
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