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ULPSX vs UOPIX
ULPSX vs UOPIX Comparison Chart in %
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ULPSX vs. UOPIX commentary
Oct 09, 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 Hold and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.27B vs. ULPSX (178M). ULPSX pays higher dividends than UOPIX: ULPSX (0.50) vs UOPIX (0.37). 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 : 33.86 vs. ULPSX (19.88). UOPIX return over 5 years is better than : 103.76 vs. ULPSX (81.70).
| 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 | 20.463 | 25.120 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 1.27B | 14% |
| Annual Yield % from dividends | 0.50 | 0.37 | 135% |
| Returns for 1 year | 19.88 | 33.86 | 59% |
| Returns for 3 years | 126.48 | 245.27 | 52% |
| Returns for 5 years | 81.70 | 103.76 | 79% |
| Returns for 10 years | 330.33 | 853.69 | 39% |
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