ARAAX
Price
$24.33
Change
-$0.30 (-1.22%)
Updated
Jun 13 closing price
Net Assets
1.32B
UPAAX
Price
$13.70
Change
-$0.42 (-2.97%)
Updated
Jun 13 closing price
Net Assets
2.43M
Interact to see
Advertisement

ARAAX vs UPAAX

Header iconARAAX vs UPAAX Comparison
Open Charts ARAAX vs UPAAXBanner chart's image
Horizon Active Risk Assist® A
Price$24.33
Change-$0.30 (-1.22%)
VolumeN/A
Net Assets1.32B
Upright Assets Allocation Plus
Price$13.70
Change-$0.42 (-2.97%)
VolumeN/A
Net Assets2.43M
ARAAX vs UPAAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
ARAAX vs. UPAAX commentary
Jun 16, 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 ARAAX is a Buy and UPAAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
ARAAX has more cash in the bank: 1.32B vs. UPAAX (2.43M). ARAAX pays higher dividends than UPAAX: ARAAX (0.52) vs UPAAX (0.00). ARAAX was incepted earlier than UPAAX: ARAAX (10 years) vs UPAAX (8 years). UPAAX (3.28) is less costly to investors than ARAAX (1.43). ARAAX is a more actively managed with annual turnover of: 66.00 vs. UPAAX (0.00). UPAAX has a lower initial minimum investment than ARAAX: UPAAX (2000) vs ARAAX (2500). UPAAX annual gain was more profitable for investors over the last year : 4.98 vs. ARAAX (-5.14). UPAAX return over 5 years is better than : 84.62 vs. ARAAX (35.87).
ARAAXUPAAXARAAX / UPAAX
Total Expense Ratio1.433.2844%
Annual Report Gross Expense Ratio1.433.2844%
Fund Existence10 years8 years-
Gain YTD1.544-2.143-72%
Front LoadN/AN/A-
Min. Initial Investment25002000125%
Min. Initial Investment IRAN/AN/A-
Net Assets1.32B2.43M54,392%
Annual Yield % from dividends0.520.00-
Returns for 1 year-5.144.98-103%
Returns for 3 years18.3032.6556%
Returns for 5 years35.8784.6242%
Returns for 10 yearsN/AN/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
WRAIX13.83-0.08
-0.58%
Wilmington Global Alpha Equities I
SEQAX16.76-0.19
-1.12%
NAA World Equity Income A
FGRIX65.56-0.75
-1.13%
Fidelity Growth & Income
DWUSX16.95-0.21
-1.22%
DFA World ex US Targeted Val Instl
MWEHX45.38-0.75
-1.63%
MFS Global Equity R3