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HCPIX vs UOPIX
HCPIX vs UOPIX Comparison Chart in %
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HCPIX vs. UOPIX commentary
Oct 19, 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 HCPIX is a Buy and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.25B vs. HCPIX (15.5M). HCPIX pays higher dividends than UOPIX: HCPIX (0.83) vs UOPIX (0.37). HCPIX was incepted earlier than UOPIX: HCPIX (25 years) vs UOPIX (28 years). HCPIX (1.72) is less costly to investors than UOPIX (1.53). HCPIX is a more actively managed with annual turnover of: 55.00 vs. UOPIX (22.00). HCPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 32.33 vs. HCPIX (-11.49). UOPIX return over 5 years is better than : 98.84 vs. HCPIX (30.49).
| HCPIX | UOPIX | HCPIX / UOPIX | |
| Total Expense Ratio | 1.72 | 1.53 | 112% |
| Annual Report Gross Expense Ratio | 1.72 | 1.53 | 112% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 3.685 | 24.463 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5M | 1.25B | 1% |
| Annual Yield % from dividends | 0.83 | 0.37 | 224% |
| Returns for 1 year | -11.49 | 32.33 | -36% |
| Returns for 3 years | 11.46 | 238.59 | 5% |
| Returns for 5 years | 30.49 | 98.84 | 31% |
| Returns for 10 years | 127.10 | 820.62 | 15% |
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