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UOPIX vs UUPIX
UOPIX vs UUPIX Comparison Chart in %
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UOPIX vs. UUPIX commentary
Nov 21, 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 Hold and UUPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.65B vs. UUPIX (12.3M). UUPIX pays higher dividends than UOPIX: UUPIX (0.91) vs UOPIX (0.34). UOPIX was incepted earlier than UUPIX: UOPIX (28 years) vs UUPIX (20 years). UUPIX (2.13) is less costly to investors than UOPIX (1.53). UUPIX is a more actively managed with annual turnover of: 290.00 vs. UOPIX (52.00). UOPIX (15000) and UUPIX (15000) have matching initial minimum investment requirements. UUPIX annual gain was more profitable for investors over the last year : 60.62 vs. UOPIX (24.62). UOPIX return over 5 years is better than : 94.25 vs. UUPIX (-0.28).
| 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 | 20 years | - |
| Gain YTD | 21.745 | 69.642 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 12.3M | 13,439% |
| Annual Yield % from dividends | 0.34 | 0.91 | 37% |
| Returns for 1 year | 24.62 | 60.62 | 41% |
| Returns for 3 years | 212.64 | 129.26 | 165% |
| Returns for 5 years | 94.25 | -0.28 | -34,261% |
| Returns for 10 years | 712.26 | 136.41 | 522% |
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