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HCPSX vs UOPIX
HCPSX vs UOPIX Comparison Chart in %
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HCPSX vs. UOPIX commentary
Feb 05, 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 Buy and UOPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.23B vs. HCPSX (38.4M). UOPIX pays higher dividends than HCPSX: UOPIX (0.35) 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. UOPIX annual gain was more profitable for investors over the last year : 7.99 vs. HCPSX (2.81). UOPIX return over 5 years is better than : 50.35 vs. HCPSX (22.25).
| 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 | -1.147 | -0.016 | 7,189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.4M | 1.23B | 3% |
| Annual Yield % from dividends | 0.00 | 0.35 | - |
| Returns for 1 year | 2.81 | 7.99 | 35% |
| Returns for 3 years | 11.69 | 157.58 | 7% |
| Returns for 5 years | 22.25 | 50.35 | 44% |
| Returns for 10 years | 152.50 | 903.94 | 17% |
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