Interact to see
Advertisement
Advertisement
HCPIX vs UOPIX
HCPIX vs UOPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HCPIX vs. UOPIX commentary
Nov 14, 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: 1.53B vs. HCPIX (11.6M). HCPIX pays higher dividends than UOPIX: HCPIX (0.79) vs UOPIX (0.34). 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 : 28.52 vs. HCPIX (2.64). UOPIX return over 5 years is better than : 107.59 vs. HCPIX (36.49).
| 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 | 13.761 | 30.766 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6M | 1.53B | 1% |
| Annual Yield % from dividends | 0.79 | 0.34 | 232% |
| Returns for 1 year | 2.64 | 28.52 | 9% |
| Returns for 3 years | 13.96 | 220.63 | 6% |
| Returns for 5 years | 36.49 | 107.59 | 34% |
| Returns for 10 years | 144.58 | 840.83 | 17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement