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HCPSX vs UOPIX
HCPSX vs UOPIX Comparison Chart in %
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HCPSX 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 HCPSX is a Hold and UOPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.26B vs. HCPSX (38.8M). UOPIX pays higher dividends than HCPSX: UOPIX (0.36) vs HCPSX (0.00). HCPSX was incepted earlier than UOPIX: HCPSX (26 years) vs UOPIX (28 years). HCPSX (2.76) is less costly to investors than UOPIX (1.45). HCPSX is a more actively managed with annual turnover of: 99.00 vs. UOPIX (52.00). HCPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. HCPSX (15.09) and UOPIX (14.67) have marching annual gain over last year. UOPIX return over 5 years is better than : 70.40 vs. HCPSX (25.83).
| HCPSX | UOPIX | HCPSX / UOPIX | |
| Total Expense Ratio | 2.76 | 1.45 | 190% |
| Annual Report Gross Expense Ratio | 2.76 | 1.45 | 190% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 2.784 | 1.459 | 191% |
| 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 | 0.00 | 0.36 | - |
| Returns for 1 year | 15.09 | 14.67 | 103% |
| Returns for 3 years | 12.82 | 207.85 | 6% |
| Returns for 5 years | 25.83 | 70.40 | 37% |
| Returns for 10 years | 146.23 | 858.87 | 17% |
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