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UBPSX vs UOPSX
UBPSX vs UOPSX Comparison Chart
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UBPSX vs. UOPSX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 839M vs. UBPSX (8.94M). UBPSX pays higher dividends than UOPSX: UBPSX (4.98) vs UOPSX (0.00). UBPSX was incepted earlier than UOPSX: UBPSX (17 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 : 4.17 vs. UBPSX (-18.25). UBPSX (177.24) and UOPSX (173.39) have equivalent 5 years return.
| UBPSX | UOPSX | UBPSX / UOPSX | |
| Total Expense Ratio | 2.78 | 2.53 | 110% |
| Annual Report Gross Expense Ratio | 2.93 | 2.53 | 116% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 24.408 | -15.671 | -156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94M | 839M | 1% |
| Annual Yield % from dividends | 4.98 | 0.00 | 107,378% |
| Returns for 1 year | -18.25 | 4.17 | -438% |
| Returns for 3 years | -26.90 | 9.22 | -292% |
| Returns for 5 years | 177.24 | 173.39 | 102% |
| Returns for 10 years | -52.29 | 409.40 | -13% |
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