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ULPSX vs UOPIX
ULPSX vs UOPIX Comparison Chart
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ULPSX vs. UOPIX commentary
Apr 12, 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: 723M vs. ULPSX (111M). UOPIX pays higher dividends than ULPSX: UOPIX (0.50) vs ULPSX (0.07). ULPSX was incepted earlier than UOPIX: ULPSX (27 years) vs UOPIX (27 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. ULPSX annual gain was more profitable for investors over the last year : -9.64 vs. UOPIX (-11.03). UOPIX return over 5 years is better than : 128.77 vs. ULPSX (75.94).
| ULPSX | UOPIX | ULPSX / UOPIX | |
| Total Expense Ratio | 2.53 | 1.53 | 165% |
| Annual Report Gross Expense Ratio | 2.53 | 1.53 | 165% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | -22.850 | -27.527 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 723M | 15% |
| Annual Yield % from dividends | 0.07 | 0.50 | 14% |
| Returns for 1 year | -9.64 | -11.03 | 87% |
| Returns for 3 years | -4.55 | 16.90 | -27% |
| Returns for 5 years | 75.94 | 128.77 | 59% |
| Returns for 10 years | 152.41 | 434.97 | 35% |
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