ARANX
Price
$25.38
Change
+$0.14 (+0.55%)
Updated
Jul 3 closing price
Net Assets
1.37B
UPAAX
Price
$15.28
Change
+$0.26 (+1.73%)
Updated
Jul 3 closing price
Net Assets
2.71M
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ARANX vs UPAAX

Header iconARANX vs UPAAX Comparison
Open Charts ARANX vs UPAAXBanner chart's image
Horizon Active Risk Assist® Investor
Price$25.38
Change+$0.14 (+0.55%)
VolumeN/A
Net Assets1.37B
Upright Assets Allocation Plus
Price$15.28
Change+$0.26 (+1.73%)
VolumeN/A
Net Assets2.71M
ARANX vs UPAAX Comparison Chart in %
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ARANX vs. UPAAX commentary
Jul 07, 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 ARANX is a Buy and UPAAX is a Buy.

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FUNDAMENTALS
Fundamentals
ARANX has more cash in the bank: 1.37B vs. UPAAX (2.71M). ARANX pays higher dividends than UPAAX: ARANX (0.51) vs UPAAX (0.00). ARANX was incepted earlier than UPAAX: ARANX (11 years) vs UPAAX (8 years). UPAAX (3.28) is less costly to investors than ARANX (1.28). ARANX is a more actively managed with annual turnover of: 66.00 vs. UPAAX (0.00). UPAAX has a lower initial minimum investment than ARANX: UPAAX (2000) vs ARANX (2500). UPAAX annual gain was more profitable for investors over the last year : 10.32 vs. ARANX (-2.80). UPAAX return over 5 years is better than : 92.28 vs. ARANX (39.28).
ARANXUPAAXARANX / UPAAX
Total Expense Ratio1.283.2839%
Annual Report Gross Expense Ratio1.283.2839%
Fund Existence11 years8 years-
Gain YTD5.6629.14362%
Front LoadN/AN/A-
Min. Initial Investment25002000125%
Min. Initial Investment IRAN/AN/A-
Net Assets1.37B2.71M50,554%
Annual Yield % from dividends0.510.00-
Returns for 1 year-2.8010.32-27%
Returns for 3 years23.5352.3445%
Returns for 5 years39.2892.2843%
Returns for 10 years33.96N/A-
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