Interact to see
Advertisement
Advertisement
UDPIX vs UOPIX
UDPIX vs UOPIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
UDPIX vs. UOPIX commentary
Jun 06, 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 UDPIX is a Buy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.08B vs. UDPIX (36.3M). UDPIX pays higher dividends than UOPIX: UDPIX (0.91) vs UOPIX (0.43). UDPIX was incepted earlier than UOPIX: UDPIX (23 years) vs UOPIX (28 years). UDPIX (1.61) is less costly to investors than UOPIX (1.53). UDPIX is a more actively managed with annual turnover of: 28.00 vs. UOPIX (22.00). UDPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 15.16 vs. UDPIX (9.95). UOPIX return over 5 years is better than : 124.97 vs. UDPIX (84.39).
| UDPIX | UOPIX | UDPIX / UOPIX | |
| Total Expense Ratio | 1.61 | 1.53 | 105% |
| Annual Report Gross Expense Ratio | 1.61 | 1.53 | 105% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -4.137 | 0.061 | -6,770% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3M | 1.08B | 3% |
| Annual Yield % from dividends | 0.91 | 0.43 | 214% |
| Returns for 1 year | 9.95 | 15.16 | 66% |
| Returns for 3 years | 39.46 | 102.99 | 38% |
| Returns for 5 years | 84.39 | 124.97 | 68% |
| Returns for 10 years | 258.08 | 629.04 | 41% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers