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UAPIX vs UOPIX
UAPIX vs UOPIX Comparison Chart in %
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UAPIX vs. UOPIX commentary
Jan 15, 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: 1.26B vs. UAPIX (54.6M). UAPIX pays higher dividends than UOPIX: UAPIX (0.47) vs UOPIX (0.36). 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 : 30.09 vs. UOPIX (14.67). UOPIX return over 5 years is better than : 70.40 vs. UAPIX (4.13).
| 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 | 13.846 | 1.459 | 949% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.6M | 1.26B | 4% |
| Annual Yield % from dividends | 0.47 | 0.36 | 131% |
| Returns for 1 year | 30.09 | 14.67 | 205% |
| Returns for 3 years | 51.37 | 207.85 | 25% |
| Returns for 5 years | 4.13 | 70.40 | 6% |
| Returns for 10 years | 223.25 | 858.87 | 26% |