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HCPIX vs UOPIX
HCPIX vs UOPIX Comparison Chart in %
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HCPIX vs. UOPIX commentary
Dec 26, 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 StrongBuy and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.53B vs. HCPIX (38.2M). HCPIX pays higher dividends than UOPIX: HCPIX (0.69) vs UOPIX (0.35). 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 : 14.03 vs. UOPIX (4.87). UOPIX return over 5 years is better than : 74.73 vs. HCPIX (38.24).
| 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 | 16.394 | 13.032 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.2M | 1.53B | 3% |
| Annual Yield % from dividends | 0.69 | 0.35 | 196% |
| Returns for 1 year | 14.03 | 4.87 | 288% |
| Returns for 3 years | 13.06 | 242.29 | 5% |
| Returns for 5 years | 38.24 | 74.73 | 51% |
| Returns for 10 years | 136.63 | 674.34 | 20% |
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