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UAPIX vs UOPIX
UAPIX vs UOPIX Comparison Chart in %
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UAPIX vs. UOPIX commentary
Nov 14, 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 UAPIX is a Hold and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.52B vs. UAPIX (69.4M). UAPIX pays higher dividends than UOPIX: UAPIX (0.93) vs UOPIX (0.34). UAPIX was incepted earlier than UOPIX: UAPIX (26 years) vs UOPIX (28 years). UAPIX (1.74) is less costly to investors than UOPIX (1.53). UAPIX is a more actively managed with annual turnover of: 46.00 vs. UOPIX (22.00). UAPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 23.64 vs. UAPIX (-8.09). UOPIX return over 5 years is better than : 99.06 vs. UAPIX (24.94).
| UAPIX | UOPIX | UAPIX / UOPIX | |
| Total Expense Ratio | 1.74 | 1.53 | 114% |
| Annual Report Gross Expense Ratio | 1.74 | 1.53 | 114% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 4.787 | 25.392 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.4M | 1.52B | 5% |
| Annual Yield % from dividends | 0.93 | 0.34 | 275% |
| Returns for 1 year | -8.09 | 23.64 | -34% |
| Returns for 3 years | 25.54 | 213.60 | 12% |
| Returns for 5 years | 24.94 | 99.06 | 25% |
| Returns for 10 years | 99.30 | 777.56 | 13% |