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ULPIX vs UOPIX
ULPIX vs UOPIX Comparison Chart
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ULPIX vs. UOPIX commentary
Apr 30, 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 ULPIX is a Buy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 824M vs. ULPIX (121M). ULPIX pays higher dividends than UOPIX: ULPIX (0.70) vs UOPIX (0.50). ULPIX was incepted earlier than UOPIX: ULPIX (27 years) vs UOPIX (27 years). ULPIX (1.53) and UOPIX (1.53) have similar cost to investors . ULPIX is a more actively managed with annual turnover of: 217.00 vs. UOPIX (22.00). ULPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 5.59 vs. ULPIX (4.64). UOPIX return over 5 years is better than : 115.52 vs. ULPIX (103.88).
| ULPIX | UOPIX | ULPIX / UOPIX | |
| Total Expense Ratio | 1.53 | 1.53 | 100% |
| Annual Report Gross Expense Ratio | 1.53 | 1.53 | 100% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | -15.257 | -19.295 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 824M | 15% |
| Annual Yield % from dividends | 0.70 | 0.50 | 138% |
| Returns for 1 year | 4.64 | 5.59 | 83% |
| Returns for 3 years | 27.53 | 54.51 | 51% |
| Returns for 5 years | 103.88 | 115.52 | 90% |
| Returns for 10 years | 229.42 | 475.92 | 48% |
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