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PHPIX vs UOPSX
PHPIX vs UOPSX Comparison Chart in %
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PHPIX vs. UOPSX 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 PHPIX is a Hold and UOPSX is a Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.16B vs. PHPIX (4.78M). PHPIX pays higher dividends than UOPSX: PHPIX (0.91) vs UOPSX (0.00). PHPIX was incepted earlier than UOPSX: PHPIX (26 years) vs UOPSX (28 years). PHPIX (2.53) and UOPSX (2.45) have similar cost to investors . PHPIX is a more actively managed with annual turnover of: 178.00 vs. UOPSX (52.00). PHPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. PHPIX annual gain was more profitable for investors over the last year : 33.99 vs. UOPSX (-7.70). PHPIX return over 5 years is better than : 25.67 vs. UOPSX (16.83).
| PHPIX | UOPSX | PHPIX / UOPSX | |
| Total Expense Ratio | 1.78 | 2.45 | 73% |
| Annual Report Gross Expense Ratio | 2.53 | 2.45 | 103% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 1.127 | -3.648 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.78M | 1.16B | 0% |
| Annual Yield % from dividends | 0.91 | 0.00 | - |
| Returns for 1 year | 33.99 | -7.70 | -442% |
| Returns for 3 years | 29.72 | 121.15 | 25% |
| Returns for 5 years | 25.67 | 16.83 | 153% |
| Returns for 10 years | 71.37 | 609.94 | 12% |
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