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ULPSX vs UOPIX
ULPSX vs UOPIX Comparison Chart in %
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ULPSX vs. UOPIX commentary
Sep 01, 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 ULPSX is a Buy and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.14B vs. ULPSX (167M). ULPSX (0.00) and UOPIX (0.00) have matching dividends . ULPSX was incepted earlier than UOPIX: ULPSX (28 years) vs UOPIX (28 years). ULPSX (2.53) is less costly to investors than UOPIX (1.53). ULPSX is a more actively managed with annual turnover of: 217.00 vs. UOPIX (22.00). ULPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 31.10 vs. ULPSX (17.86). UOPIX return over 5 years is better than : 75.17 vs. ULPSX (66.26).
| ULPSX | UOPIX | ULPSX / UOPIX | |
| Total Expense Ratio | 2.53 | 1.53 | 165% |
| Annual Report Gross Expense Ratio | 2.53 | 1.53 | 165% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 12.918 | 14.423 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 1.14B | 15% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 17.86 | 31.10 | 57% |
| Returns for 3 years | 75.29 | 148.94 | 51% |
| Returns for 5 years | 66.26 | 75.17 | 88% |
| Returns for 10 years | 345.89 | 865.44 | 40% |
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