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UPUPX vs VITAX
UPUPX vs VITAX Comparison
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UPUPX vs VITAX Comparison Chart in %
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UPUPX vs. VITAX commentary
Jul 14, 2026
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 Hold and VITAX is a Buy.
FUNDAMENTALS
Fundamentals
VITAX has more cash in the bank: 169B vs. UPUPX (32.7M). VITAX pays higher dividends than UPUPX: VITAX (0.36) vs UPUPX (0.02). UPUPX was incepted earlier than VITAX: UPUPX (27 years) vs VITAX (22 years). UPUPX (2.45) is less costly to investors than VITAX (0.09). VITAX is a more actively managed with annual turnover of: 8.00 vs. UPUPX (5.82). UPUPX has a lower initial minimum investment than VITAX: UPUPX (2000) vs VITAX (100000). UPUPX (42.04) and VITAX (40.91) have marching annual gain over last year. VITAX return over 5 years is better than : 130.86 vs. UPUPX (19.62).
| UPUPX | VITAX | UPUPX / VITAX | |
| Total Expense Ratio | 2.45 | 0.09 | 2,722% |
| Annual Report Gross Expense Ratio | 2.45 | 0.09 | 2,722% |
| Fund Existence | 27 years | 22 years | - |
| Gain YTD | 36.553 | 25.341 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7M | 169B | 0% |
| Annual Yield % from dividends | 0.02 | 0.36 | 7% |
| Returns for 1 year | 42.04 | 40.91 | 103% |
| Returns for 3 years | 85.87 | 110.94 | 77% |
| Returns for 5 years | 19.62 | 130.86 | 15% |
| Returns for 10 years | 28.43 | 748.39 | 4% |
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