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UBPSX vs UOPSX
UBPSX vs UOPSX Comparison Chart in %
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UBPSX vs. UOPSX commentary
Jul 26, 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: 1.18B vs. UBPSX (7.83M). UBPSX pays higher dividends than UOPSX: UBPSX (4.42) 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 : 33.66 vs. UBPSX (12.96). UOPSX return over 5 years is better than : 94.56 vs. UBPSX (81.08).
| 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 | 33.424 | 12.651 | 264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.83M | 1.18B | 1% |
| Annual Yield % from dividends | 4.42 | 0.00 | 125,515% |
| Returns for 1 year | 12.96 | 33.66 | 39% |
| Returns for 3 years | 37.84 | 141.32 | 27% |
| Returns for 5 years | 81.08 | 94.56 | 86% |
| Returns for 10 years | -32.15 | 525.65 | -6% |
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