UGPIX
Price
$17.10
Change
+$0.23 (+1.36%)
Updated
Jul 30 closing price
Net Assets
20.37M
UOPIX
Price
$146.84
Change
+$9.19 (+6.68%)
Updated
Jul 30 closing price
Net Assets
1.22B
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UGPIX vs UOPIX

UGPIX vs UOPIX Comparison Chart in %
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UGPIX vs. UOPIX commentary
Jul 31, 2026

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 Buy and UOPIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.22B vs. UGPIX (20.4M). UGPIX pays higher dividends than UOPIX: UGPIX (11.05) vs UOPIX (0.27). UGPIX was incepted earlier than UOPIX: UGPIX (19 years) vs UOPIX (29 years). UGPIX (1.70) is less costly to investors than UOPIX (1.45). UGPIX is a more actively managed with annual turnover of: 254.00 vs. UOPIX (52.00). UGPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 5.48 vs. UGPIX (-27.93). UOPIX return over 5 years is better than : 39.02 vs. UGPIX (-83.88).
UGPIXUOPIXUGPIX / UOPIX
Total Expense Ratio1.701.45117%
Annual Report Gross Expense Ratio1.701.45117%
Fund Existence19 years29 years-
Gain YTD-33.2159.769-340%
Front LoadN/AN/A-
Min. Initial Investment1500015000100%
Min. Initial Investment IRAN/AN/A-
Net Assets20.4M1.22B2%
Annual Yield % from dividends11.050.274,037%
Returns for 1 year-27.935.48-510%
Returns for 3 years-46.7888.18-53%
Returns for 5 years-83.8839.02-215%
Returns for 10 years-79.41698.43-11%
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