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UOPIX vs WCPIX
UOPIX vs WCPIX Comparison Chart
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UOPIX vs. WCPIX commentary
Apr 04, 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 WCPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 839M vs. WCPIX (21.7M). UOPIX pays higher dividends than WCPIX: UOPIX (0.50) vs WCPIX (0.08). UOPIX was incepted earlier than WCPIX: UOPIX (27 years) vs WCPIX (25 years). WCPIX (1.97) is less costly to investors than UOPIX (1.53). WCPIX is a more actively managed with annual turnover of: 132.00 vs. UOPIX (22.00). UOPIX (15000) and WCPIX (15000) have matching initial minimum investment requirements. WCPIX annual gain was more profitable for investors over the last year : 21.72 vs. UOPIX (5.22). UOPIX return over 5 years is better than : 217.86 vs. WCPIX (184.69).
| UOPIX | WCPIX | UOPIX / WCPIX | |
| Total Expense Ratio | 1.53 | 1.78 | 86% |
| Annual Report Gross Expense Ratio | 1.53 | 1.97 | 78% |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | -15.453 | -0.660 | 2,341% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | 15000 | - |
| Net Assets | 839M | 21.7M | 3,866% |
| Annual Yield % from dividends | 0.50 | 0.08 | 638% |
| Returns for 1 year | 5.22 | 21.72 | 24% |
| Returns for 3 years | 15.11 | 38.02 | 40% |
| Returns for 5 years | 217.86 | 184.69 | 118% |
| Returns for 10 years | 537.47 | 295.88 | 182% |
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