Interact to see
Advertisement
Advertisement
UAPIX vs UOPIX
UAPIX vs UOPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UAPIX vs. UOPIX commentary
Oct 19, 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: 1.25B vs. UAPIX (49.8M). UAPIX pays higher dividends than UOPIX: UAPIX (0.96) vs UOPIX (0.37). 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 : 32.33 vs. UAPIX (4.76). UOPIX return over 5 years is better than : 98.84 vs. UAPIX (50.72).
| 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 | 11.653 | 24.463 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.8M | 1.25B | 4% |
| Annual Yield % from dividends | 0.96 | 0.37 | 260% |
| Returns for 1 year | 4.76 | 32.33 | 15% |
| Returns for 3 years | 48.95 | 238.59 | 21% |
| Returns for 5 years | 50.72 | 98.84 | 51% |
| Returns for 10 years | 109.67 | 820.62 | 13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement