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UOPIX vs UTPIX
UOPIX vs UTPIX Comparison Chart in %
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UOPIX vs. UTPIX 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 UOPIX is a Buy and UTPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.27B vs. UTPIX (35.8M). UTPIX pays higher dividends than UOPIX: UTPIX (0.98) vs UOPIX (0.37). UOPIX was incepted earlier than UTPIX: UOPIX (28 years) vs UTPIX (25 years). UTPIX (1.84) is less costly to investors than UOPIX (1.53). UTPIX is a more actively managed with annual turnover of: 35.00 vs. UOPIX (22.00). UOPIX (15000) and UTPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 33.86 vs. UTPIX (20.24). UOPIX return over 5 years is better than : 103.76 vs. UTPIX (70.85).
| UOPIX | UTPIX | UOPIX / UTPIX | |
| Total Expense Ratio | 1.53 | 1.78 | 86% |
| Annual Report Gross Expense Ratio | 1.53 | 1.84 | 83% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 25.120 | 29.450 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 35.8M | 3,547% |
| Annual Yield % from dividends | 0.37 | 0.98 | 38% |
| Returns for 1 year | 33.86 | 20.24 | 167% |
| Returns for 3 years | 245.27 | 64.79 | 379% |
| Returns for 5 years | 103.76 | 70.85 | 146% |
| Returns for 10 years | 853.69 | 202.01 | 423% |
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