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
Feb 04, 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 UAPIX is a Hold and UOPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.23B vs. UAPIX (53.2M). UAPIX pays higher dividends than UOPIX: UAPIX (0.43) vs UOPIX (0.35). UAPIX was incepted earlier than UOPIX: UAPIX (26 years) vs UOPIX (28 years). UAPIX (1.67) is less costly to investors than UOPIX (1.45). UAPIX is a more actively managed with annual turnover of: 69.00 vs. UOPIX (52.00). UAPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UAPIX annual gain was more profitable for investors over the last year : 25.34 vs. UOPIX (7.99). UOPIX return over 5 years is better than : 50.35 vs. UAPIX (-3.58).
| UAPIX | UOPIX | UAPIX / UOPIX | |
| Total Expense Ratio | 1.67 | 1.45 | 115% |
| Annual Report Gross Expense Ratio | 1.67 | 1.45 | 115% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 13.113 | -0.016 | -82,201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.2M | 1.23B | 4% |
| Annual Yield % from dividends | 0.43 | 0.35 | 121% |
| Returns for 1 year | 25.34 | 7.99 | 317% |
| Returns for 3 years | 36.55 | 157.58 | 23% |
| Returns for 5 years | -3.58 | 50.35 | -7% |
| Returns for 10 years | 236.46 | 903.94 | 26% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement