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IDPIX vs UOPIX
IDPIX vs UOPIX Comparison Chart
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IDPIX vs. UOPIX commentary
Jun 16, 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 IDPIX is a StrongBuy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.04B vs. IDPIX (6.83M). IDPIX pays higher dividends than UOPIX: IDPIX (1.25) vs UOPIX (0.43). IDPIX was incepted earlier than UOPIX: IDPIX (21 years) vs UOPIX (28 years). IDPIX (1.88) is less costly to investors than UOPIX (1.53). IDPIX is a more actively managed with annual turnover of: 391.00 vs. UOPIX (22.00). IDPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. IDPIX annual gain was more profitable for investors over the last year : 18.51 vs. UOPIX (8.00). UOPIX return over 5 years is better than : 131.04 vs. IDPIX (112.89).
| IDPIX | UOPIX | IDPIX / UOPIX | |
| Total Expense Ratio | 1.78 | 1.53 | 116% |
| Annual Report Gross Expense Ratio | 1.88 | 1.53 | 123% |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | 9.715 | -0.891 | -1,091% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.83M | 1.04B | 1% |
| Annual Yield % from dividends | 1.25 | 0.43 | 294% |
| Returns for 1 year | 18.51 | 8.00 | 231% |
| Returns for 3 years | 74.51 | 150.70 | 49% |
| Returns for 5 years | 112.89 | 131.04 | 86% |
| Returns for 10 years | 198.81 | 614.49 | 32% |
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