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RYCCX vs UBPIX
RYCCX vs UBPIX Comparison Chart in %
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RYCCX vs. UBPIX commentary
Aug 18, 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 RYCCX is a Buy and UBPIX is a Hold.
FUNDAMENTALS
Fundamentals
RYCCX has more cash in the bank: 1.26B vs. UBPIX (7.81M). UBPIX pays higher dividends than RYCCX: UBPIX (5.33) vs RYCCX (0.00). RYCCX was incepted earlier than UBPIX: RYCCX (25 years) vs UBPIX (18 years). RYCCX (2.75) is less costly to investors than UBPIX (1.93). RYCCX is a more actively managed with annual turnover of: 383.00 vs. UBPIX (111.00). RYCCX has a lower initial minimum investment than UBPIX: RYCCX (2500) vs UBPIX (15000). RYCCX annual gain was more profitable for investors over the last year : 21.84 vs. UBPIX (7.04). UBPIX (110.11) and RYCCX (108.34) have equivalent 5 years return.
| RYCCX | UBPIX | RYCCX / UBPIX | |
| Total Expense Ratio | 2.65 | 1.78 | 149% |
| Annual Report Gross Expense Ratio | 2.75 | 1.93 | 142% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 17.153 | 41.140 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 15000 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 7.81M | 16,114% |
| Annual Yield % from dividends | 0.00 | 5.33 | - |
| Returns for 1 year | 21.84 | 7.04 | 310% |
| Returns for 3 years | 100.30 | 15.75 | 637% |
| Returns for 5 years | 108.34 | 110.11 | 98% |
| Returns for 10 years | 558.79 | -13.10 | -4,267% |
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