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UDPSX vs UOPIX
UDPSX vs UOPIX Comparison Chart in %
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UDPSX vs. UOPIX commentary
Jul 16, 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 UDPSX is a Buy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.2B vs. UDPSX (39.1M). UOPIX pays higher dividends than UDPSX: UOPIX (0.38) vs UDPSX (0.28). UDPSX was incepted earlier than UOPIX: UDPSX (23 years) vs UOPIX (28 years). UDPSX (2.61) is less costly to investors than UOPIX (1.53). UDPSX is a more actively managed with annual turnover of: 28.00 vs. UOPIX (22.00). UDPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX (11.25) and UDPSX (11.04) have marching annual gain over last year. UOPIX return over 5 years is better than : 113.29 vs. UDPSX (95.86).
| UDPSX | UOPIX | UDPSX / UOPIX | |
| Total Expense Ratio | 2.61 | 1.53 | 171% |
| Annual Report Gross Expense Ratio | 2.61 | 1.53 | 171% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 4.143 | 9.970 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.1M | 1.2B | 3% |
| Annual Yield % from dividends | 0.28 | 0.38 | 75% |
| Returns for 1 year | 11.04 | 11.25 | 98% |
| Returns for 3 years | 64.25 | 150.23 | 43% |
| Returns for 5 years | 95.86 | 113.29 | 85% |
| Returns for 10 years | 234.91 | 626.89 | 37% |
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