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UDPIX vs UOPIX
UDPIX vs UOPIX Comparison Chart in %
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UDPIX vs. UOPIX commentary
Nov 20, 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 Hold and UOPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.54B vs. UDPIX (40M). UDPIX pays higher dividends than UOPIX: UDPIX (0.74) vs UOPIX (0.34). 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). UOPIX is a more actively managed with annual turnover of: 52.00 vs. UDPIX (45.00). UDPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 23.02 vs. UDPIX (4.95). UOPIX return over 5 years is better than : 92.11 vs. UDPIX (85.65).
| 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 | 10.703 | 20.404 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40M | 1.54B | 3% |
| Annual Yield % from dividends | 0.74 | 0.34 | 217% |
| Returns for 1 year | 4.95 | 23.02 | 21% |
| Returns for 3 years | 56.86 | 202.57 | 28% |
| Returns for 5 years | 85.65 | 92.11 | 93% |
| Returns for 10 years | 311.58 | 699.07 | 45% |
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