Interact to see
Advertisement
Advertisement
UPUPX vs VITAX
UPUPX vs VITAX Comparison
Open Charts UPUPX vs VITAX
UPUPX vs VITAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UPUPX vs. VITAX commentary
Aug 03, 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 StrongBuy and VITAX is a Buy.
FUNDAMENTALS
Fundamentals
VITAX has more cash in the bank: 169B vs. UPUPX (30.4M). VITAX pays higher dividends than UPUPX: VITAX (0.38) vs UPUPX (0.03). UPUPX was incepted earlier than VITAX: UPUPX (28 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 (32.39) and VITAX (31.15) have marching annual gain over last year. VITAX return over 5 years is better than : 119.96 vs. UPUPX (15.81).
| 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 | 28 years | 22 years | - |
| Gain YTD | 26.728 | 20.140 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.4M | 169B | 0% |
| Annual Yield % from dividends | 0.03 | 0.38 | 7% |
| Returns for 1 year | 32.39 | 31.15 | 104% |
| Returns for 3 years | 75.03 | 99.23 | 76% |
| Returns for 5 years | 15.81 | 119.96 | 13% |
| Returns for 10 years | 17.74 | 691.01 | 3% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LSHCX | 27.35 | 0.42 | +1.56% |
| Kinetics Spin-Off and Corp Rest Adv C | |||
| JVAAX | 41.44 | 0.33 | +0.80% |
| JPMorgan Value Advantage A | |||
| AMTZX | 11.60 | -0.04 | -0.34% |
| AB All Market Real Return Z | |||
| WLIVX | 22.76 | -0.08 | -0.35% |
| WCM Focused International Equity Inv | |||
| BGRUX | 63.31 | -0.31 | -0.49% |
| Baron Generational Growth R6 | |||