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UDPSX vs UOPIX
UDPSX vs UOPIX Comparison Chart
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UDPSX vs. UOPIX commentary
Jun 15, 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: 1.04B vs. UDPSX (35.6M). UOPIX pays higher dividends than UDPSX: UOPIX (0.43) vs UDPSX (0.31). 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. UDPSX (8.28) and UOPIX (8.00) have marching annual gain over last year. UOPIX return over 5 years is better than : 131.04 vs. UDPSX (92.19).
| 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 | -5.687 | -0.891 | 639% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.6M | 1.04B | 3% |
| Annual Yield % from dividends | 0.31 | 0.43 | 72% |
| Returns for 1 year | 8.28 | 8.00 | 103% |
| Returns for 3 years | 57.01 | 150.70 | 38% |
| Returns for 5 years | 92.19 | 131.04 | 70% |
| Returns for 10 years | 208.98 | 614.49 | 34% |
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