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PHPIX vs UOPIX
PHPIX vs UOPIX Comparison Chart in %
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PHPIX vs. UOPIX commentary
Aug 17, 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: 1.24B vs. PHPIX (3.66M). PHPIX pays higher dividends than UOPIX: PHPIX (1.16) vs UOPIX (0.00). 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 : 32.08 vs. PHPIX (4.92). UOPIX return over 5 years is better than : 107.63 vs. PHPIX (11.42).
| 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 | 7.091 | 17.627 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.66M | 1.24B | 0% |
| Annual Yield % from dividends | 1.16 | 0.00 | - |
| Returns for 1 year | 4.92 | 32.08 | 15% |
| Returns for 3 years | -6.45 | 108.77 | -6% |
| Returns for 5 years | 11.42 | 107.63 | 11% |
| Returns for 10 years | 5.36 | 718.24 | 1% |
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