UPUPX
Price
$10.84
Change
-$0.23 (-2.08%)
Updated
Jun 13 closing price
Net Assets
20.87M
VITAX
Price
$319.24
Change
-$5.35 (-1.65%)
Updated
Jun 13 closing price
Net Assets
99.74B
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UPUPX vs VITAX

Header iconUPUPX vs VITAX Comparison
Open Charts UPUPX vs VITAXBanner chart's image
Upright Growth
Price$10.84
Change-$0.23 (-2.08%)
VolumeN/A
Net Assets20.87M
Vanguard Information Technology Idx Adm
Price$319.24
Change-$5.35 (-1.65%)
VolumeN/A
Net Assets99.74B
UPUPX vs VITAX Comparison Chart
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UPUPX vs. VITAX commentary
Jun 15, 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 UPUPX is a StrongBuy and VITAX is a Buy.

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FUNDAMENTALS
Fundamentals
VITAX has more cash in the bank: 99.7B vs. UPUPX (20.9M). VITAX pays higher dividends than UPUPX: VITAX (0.52) vs UPUPX (0.00). UPUPX was incepted earlier than VITAX: UPUPX (26 years) vs VITAX (21 years). UPUPX (1.94) is less costly to investors than VITAX (0.09). VITAX is a more actively managed with annual turnover of: 13.00 vs. UPUPX (0.81). UPUPX has a lower initial minimum investment than VITAX: UPUPX (2000) vs VITAX (100000). UPUPX annual gain was more profitable for investors over the last year : 12.45 vs. VITAX (8.12). VITAX return over 5 years is better than : 136.11 vs. UPUPX (127.69).
UPUPXVITAXUPUPX / VITAX
Total Expense Ratio1.940.092,156%
Annual Report Gross Expense Ratio1.940.092,156%
Fund Existence26 years21 years-
Gain YTD0.6500.305213%
Front LoadN/AN/A-
Min. Initial Investment20001000002%
Min. Initial Investment IRAN/AN/A-
Net Assets20.9M99.7B0%
Annual Yield % from dividends0.000.52-
Returns for 1 year12.458.12153%
Returns for 3 years19.6393.1421%
Returns for 5 years127.69136.1194%
Returns for 10 years-21.68471.02-5%
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