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PHPIX vs UOPIX
PHPIX vs UOPIX Comparison Chart in %
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PHPIX vs. UOPIX commentary
Jul 28, 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 PHPIX is a Buy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.2B vs. PHPIX (2.93M). PHPIX pays higher dividends than UOPIX: PHPIX (1.19) vs UOPIX (0.38). PHPIX was incepted earlier than UOPIX: PHPIX (25 years) vs UOPIX (28 years). PHPIX (2.50) is less costly to investors than UOPIX (1.53). PHPIX is a more actively managed with annual turnover of: 207.00 vs. UOPIX (22.00). PHPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 35.59 vs. PHPIX (-2.63). UOPIX return over 5 years is better than : 127.20 vs. PHPIX (7.55).
| PHPIX | UOPIX | PHPIX / UOPIX | |
| Total Expense Ratio | 1.78 | 1.53 | 116% |
| Annual Report Gross Expense Ratio | 2.50 | 1.53 | 163% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | -1.945 | 13.786 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93M | 1.2B | 0% |
| Annual Yield % from dividends | 1.19 | 0.38 | 313% |
| Returns for 1 year | -2.63 | 35.59 | -7% |
| Returns for 3 years | -15.46 | 155.42 | -10% |
| Returns for 5 years | 7.55 | 127.20 | 6% |
| Returns for 10 years | -4.28 | 686.29 | -1% |
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