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UOPIX vs UUPIX
UOPIX vs UUPIX Comparison Chart in %
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UOPIX vs. UUPIX commentary
Jul 06, 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 UUPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.21B vs. UUPIX (12.6M). UUPIX pays higher dividends than UOPIX: UUPIX (1.26) vs UOPIX (0.38). UOPIX was incepted earlier than UUPIX: UOPIX (28 years) vs UUPIX (19 years). UUPIX (2.13) is less costly to investors than UOPIX (1.53). UUPIX is a more actively managed with annual turnover of: 163.00 vs. UOPIX (22.00). UOPIX (15000) and UUPIX (15000) have matching initial minimum investment requirements. UUPIX annual gain was more profitable for investors over the last year : 24.33 vs. UOPIX (13.46). UOPIX return over 5 years is better than : 125.24 vs. UUPIX (30.17).
| UOPIX | UUPIX | UOPIX / UUPIX | |
| Total Expense Ratio | 1.53 | 1.78 | 86% |
| Annual Report Gross Expense Ratio | 1.53 | 2.13 | 72% |
| Fund Existence | 28 years | 19 years | - |
| Gain YTD | 10.285 | 33.806 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 12.6M | 9,611% |
| Annual Yield % from dividends | 0.38 | 1.26 | 30% |
| Returns for 1 year | 13.46 | 24.33 | 55% |
| Returns for 3 years | 167.73 | 60.93 | 275% |
| Returns for 5 years | 125.24 | 30.17 | 415% |
| Returns for 10 years | 709.51 | 50.99 | 1,391% |
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