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UGPIX vs UOPIX
UGPIX vs UOPIX Comparison Chart in %
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UGPIX 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 UGPIX is a Hold and UOPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.54B vs. UGPIX (28M). UGPIX pays higher dividends than UOPIX: UGPIX (1.70) vs UOPIX (0.34). UGPIX was incepted earlier than UOPIX: UGPIX (18 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 (52.00). UGPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UGPIX annual gain was more profitable for investors over the last year : 39.42 vs. UOPIX (23.02). UOPIX return over 5 years is better than : 92.11 vs. UGPIX (-87.17).
| UGPIX | UOPIX | UGPIX / UOPIX | |
| Total Expense Ratio | 1.80 | 1.53 | 118% |
| Annual Report Gross Expense Ratio | 1.80 | 1.53 | 118% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 49.771 | 20.404 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28M | 1.54B | 2% |
| Annual Yield % from dividends | 1.70 | 0.34 | 502% |
| Returns for 1 year | 39.42 | 23.02 | 171% |
| Returns for 3 years | 26.76 | 202.57 | 13% |
| Returns for 5 years | -87.17 | 92.11 | -95% |
| Returns for 10 years | -71.76 | 699.07 | -10% |
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