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ULPSX vs UOPIX
ULPSX vs UOPIX Comparison Chart
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ULPSX vs. UOPIX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.06B vs. ULPSX (149M). UOPIX pays higher dividends than ULPSX: UOPIX (0.43) vs ULPSX (0.06). 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 : 13.48 vs. ULPSX (8.18). UOPIX return over 5 years is better than : 121.35 vs. ULPSX (70.34).
| 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 | -3.185 | -1.545 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149M | 1.06B | 14% |
| Annual Yield % from dividends | 0.06 | 0.43 | 15% |
| Returns for 1 year | 8.18 | 13.48 | 61% |
| Returns for 3 years | 35.49 | 96.27 | 37% |
| Returns for 5 years | 70.34 | 121.35 | 58% |
| Returns for 10 years | 221.67 | 619.00 | 36% |
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