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UGPIX vs UOPIX
UGPIX vs UOPIX Comparison Chart in %
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UGPIX vs. UOPIX commentary
Jun 27, 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 UGPIX is a Hold and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.06B vs. UGPIX (22.4M). UGPIX pays higher dividends than UOPIX: UGPIX (2.60) vs UOPIX (0.43). UGPIX was incepted earlier than UOPIX: UGPIX (17 years) vs UOPIX (28 years). UGPIX (1.80) is less costly to investors than UOPIX (1.53). UGPIX is a more actively managed with annual turnover of: 159.00 vs. UOPIX (22.00). UGPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UGPIX annual gain was more profitable for investors over the last year : 19.43 vs. UOPIX (12.19). UOPIX return over 5 years is better than : 134.05 vs. UGPIX (-82.71).
| UGPIX | UOPIX | UGPIX / UOPIX | |
| Total Expense Ratio | 1.80 | 1.53 | 118% |
| Annual Report Gross Expense Ratio | 1.80 | 1.53 | 118% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 24.401 | 4.042 | 604% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4M | 1.06B | 2% |
| Annual Yield % from dividends | 2.60 | 0.43 | 609% |
| Returns for 1 year | 19.43 | 12.19 | 159% |
| Returns for 3 years | -41.43 | 130.94 | -32% |
| Returns for 5 years | -82.71 | 134.05 | -62% |
| Returns for 10 years | -82.14 | 641.07 | -13% |
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