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UOPIX vs UTPIX
UOPIX vs UTPIX Comparison Chart
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UOPIX vs. UTPIX commentary
May 11, 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: 912M vs. UTPIX (10.4M). UTPIX pays higher dividends than UOPIX: UTPIX (1.15) vs UOPIX (0.50). UOPIX was incepted earlier than UTPIX: UOPIX (27 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. UTPIX annual gain was more profitable for investors over the last year : 17.44 vs. UOPIX (8.54). UOPIX return over 5 years is better than : 118.52 vs. UTPIX (68.56).
| UOPIX | UTPIX | UOPIX / UTPIX | |
| Total Expense Ratio | 1.53 | 1.78 | 86% |
| Annual Report Gross Expense Ratio | 1.53 | 1.84 | 83% |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | -14.144 | 7.737 | -183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 912M | 10.4M | 8,769% |
| Annual Yield % from dividends | 0.50 | 1.15 | 44% |
| Returns for 1 year | 8.54 | 17.44 | 49% |
| Returns for 3 years | 79.42 | 17.41 | 456% |
| Returns for 5 years | 118.52 | 68.56 | 173% |
| Returns for 10 years | 528.26 | 155.03 | 341% |
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