Ad is loading...
UGPIX vs UOPIX
UGPIX vs UOPIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
UGPIX vs. UOPIX commentary
Apr 11, 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: 639M vs. UGPIX (16.5M). UGPIX pays higher dividends than UOPIX: UGPIX (2.05) vs UOPIX (0.50). UGPIX was incepted earlier than UOPIX: UGPIX (17 years) vs UOPIX (27 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 : -16.48 vs. UOPIX (-20.49). UOPIX return over 5 years is better than : 101.57 vs. UGPIX (-82.84).
| 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 | 27 years | - |
| Gain YTD | -10.443 | -36.145 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5M | 639M | 3% |
| Annual Yield % from dividends | 2.05 | 0.50 | 407% |
| Returns for 1 year | -16.48 | -20.49 | 80% |
| Returns for 3 years | -51.75 | -2.60 | 1,993% |
| Returns for 5 years | -82.84 | 101.57 | -82% |
| Returns for 10 years | -87.90 | 366.08 | -24% |
View a ticker or compare two or three
VS
VS
Ad is loading...