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UAPIX vs UOPIX
UAPIX vs UOPIX Comparison Chart in %
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UAPIX vs. UOPIX commentary
Dec 26, 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: 1.53B vs. UAPIX (80.9M). UAPIX pays higher dividends than UOPIX: UAPIX (0.92) 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 : 15.28 vs. UOPIX (4.87). UOPIX return over 5 years is better than : 74.73 vs. UAPIX (7.25).
| 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 | 18.325 | 13.032 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.9M | 1.53B | 5% |
| Annual Yield % from dividends | 0.92 | 0.35 | 262% |
| Returns for 1 year | 15.28 | 4.87 | 313% |
| Returns for 3 years | 59.57 | 242.29 | 25% |
| Returns for 5 years | 7.25 | 74.73 | 10% |
| Returns for 10 years | 126.19 | 674.34 | 19% |
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