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UBPSX vs UOPSX
UBPSX vs UOPSX Comparison Chart
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UBPSX vs. UOPSX commentary
May 11, 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 Buy and UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 912M vs. UBPSX (7.1M). UBPSX pays higher dividends than UOPSX: UBPSX (5.07) vs UOPSX (0.00). UBPSX was incepted earlier than UOPSX: UBPSX (18 years) vs UOPSX (27 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 : 7.44 vs. UBPSX (-18.19). UBPSX return over 5 years is better than : 139.72 vs. UOPSX (87.93).
| 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 | 27 years | - |
| Gain YTD | 26.047 | -14.452 | -180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.1M | 912M | 1% |
| Annual Yield % from dividends | 5.07 | 0.00 | 108,937% |
| Returns for 1 year | -18.19 | 7.44 | -244% |
| Returns for 3 years | 14.54 | 70.25 | 21% |
| Returns for 5 years | 139.72 | 87.93 | 159% |
| Returns for 10 years | -56.58 | 402.01 | -14% |
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