Interact to see
Advertisement
Advertisement
UOPIX vs UTPIX
UOPIX vs UTPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UOPIX vs. UTPIX commentary
Aug 29, 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 StrongBuy and UTPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.14B vs. UTPIX (20.1M). UTPIX pays higher dividends than UOPIX: UTPIX (1.01) vs UOPIX (0.00). 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 : 32.43 vs. UTPIX (19.88). UOPIX (77.45) and UTPIX (73.83) have equivalent 5 years return.
| 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 | 15.916 | 18.586 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 20.1M | 5,682% |
| Annual Yield % from dividends | 0.00 | 1.01 | - |
| Returns for 1 year | 32.43 | 19.88 | 163% |
| Returns for 3 years | 146.45 | 16.89 | 867% |
| Returns for 5 years | 77.45 | 73.83 | 105% |
| Returns for 10 years | 817.48 | 194.08 | 421% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement