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HCPIX vs UOPIX
HCPIX vs UOPIX Comparison Chart in %
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HCPIX vs. UOPIX commentary
Jan 15, 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 HCPIX is a Hold and UOPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.26B vs. HCPIX (38.8M). UOPIX pays higher dividends than HCPIX: UOPIX (0.36) vs HCPIX (0.17). HCPIX was incepted earlier than UOPIX: HCPIX (26 years) vs UOPIX (28 years). HCPIX (1.76) is less costly to investors than UOPIX (1.45). HCPIX is a more actively managed with annual turnover of: 99.00 vs. UOPIX (52.00). HCPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. HCPIX annual gain was more profitable for investors over the last year : 16.23 vs. UOPIX (14.67). UOPIX return over 5 years is better than : 70.40 vs. HCPIX (32.26).
| HCPIX | UOPIX | HCPIX / UOPIX | |
| Total Expense Ratio | 1.76 | 1.45 | 121% |
| Annual Report Gross Expense Ratio | 1.76 | 1.45 | 121% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 2.829 | 1.459 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.8M | 1.26B | 3% |
| Annual Yield % from dividends | 0.17 | 0.36 | 48% |
| Returns for 1 year | 16.23 | 14.67 | 111% |
| Returns for 3 years | 16.25 | 207.85 | 8% |
| Returns for 5 years | 32.26 | 70.40 | 46% |
| Returns for 10 years | 176.52 | 858.87 | 21% |
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