Interact to see
Advertisement
Advertisement
PHPIX vs UOPSX
PHPIX vs UOPSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PHPIX vs. UOPSX 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 UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.24B vs. PHPIX (3.66M). PHPIX pays higher dividends than UOPSX: PHPIX (1.16) vs UOPSX (0.00). PHPIX was incepted earlier than UOPSX: PHPIX (25 years) vs UOPSX (28 years). UOPSX (2.53) and PHPIX (2.50) have similar cost to investors . PHPIX is a more actively managed with annual turnover of: 207.00 vs. UOPSX (22.00). PHPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 30.81 vs. PHPIX (4.92). UOPSX return over 5 years is better than : 78.60 vs. PHPIX (11.42).
| PHPIX | UOPSX | PHPIX / UOPSX | |
| Total Expense Ratio | 1.78 | 2.53 | 70% |
| Annual Report Gross Expense Ratio | 2.50 | 2.53 | 99% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 7.091 | 16.914 | 42% |
| 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 | 30.81 | 16% |
| Returns for 3 years | -6.45 | 98.15 | -7% |
| Returns for 5 years | 11.42 | 78.60 | 15% |
| Returns for 10 years | 5.36 | 554.02 | 1% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement