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ULPSX vs UOPIX
ULPSX vs UOPIX Comparison Chart in %
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ULPSX vs. UOPIX commentary
Jul 19, 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: 1.18B vs. ULPSX (163M). UOPIX pays higher dividends than ULPSX: UOPIX (0.38) 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 : 20.38 vs. ULPSX (11.66). UOPIX return over 5 years is better than : 116.64 vs. ULPSX (88.09).
| 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 | 8.101 | 12.083 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 1.18B | 14% |
| Annual Yield % from dividends | 0.06 | 0.38 | 16% |
| Returns for 1 year | 11.66 | 20.38 | 57% |
| Returns for 3 years | 80.23 | 159.66 | 50% |
| Returns for 5 years | 88.09 | 116.64 | 76% |
| Returns for 10 years | 243.54 | 635.22 | 38% |
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