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ULPIX vs UOPIX
ULPIX vs UOPIX Comparison Chart
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ULPIX vs. UOPIX commentary
Apr 04, 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 Hold and UOPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 839M vs. ULPIX (138M). 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. ULPIX annual gain was more profitable for investors over the last year : 7.96 vs. UOPIX (5.22). UOPIX return over 5 years is better than : 217.86 vs. ULPIX (196.93).
| 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 | -8.759 | -15.453 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138M | 839M | 16% |
| Annual Yield % from dividends | 0.70 | 0.50 | 138% |
| Returns for 1 year | 7.96 | 5.22 | 152% |
| Returns for 3 years | 11.12 | 15.11 | 74% |
| Returns for 5 years | 196.93 | 217.86 | 90% |
| Returns for 10 years | 263.91 | 537.47 | 49% |
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