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UAPIX vs UOPSX
UAPIX vs UOPSX Comparison Chart in %
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UAPIX vs. UOPSX 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 UOPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.25B vs. UAPIX (49.8M). UAPIX pays higher dividends than UOPSX: UAPIX (0.96) vs UOPSX (0.00). UAPIX was incepted earlier than UOPSX: UAPIX (26 years) vs UOPSX (28 years). UOPSX (2.53) is less costly to investors than UAPIX (1.74). UAPIX is a more actively managed with annual turnover of: 46.00 vs. UOPSX (22.00). UAPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 29.65 vs. UAPIX (4.76). UOPSX return over 5 years is better than : 69.21 vs. UAPIX (50.72).
| UAPIX | UOPSX | UAPIX / UOPSX | |
| Total Expense Ratio | 1.74 | 2.53 | 69% |
| Annual Report Gross Expense Ratio | 1.74 | 2.53 | 69% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 11.653 | 22.180 | 53% |
| 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 | 0.00 | - |
| Returns for 1 year | 4.76 | 29.65 | 16% |
| Returns for 3 years | 48.95 | 217.89 | 22% |
| Returns for 5 years | 50.72 | 69.21 | 73% |
| Returns for 10 years | 109.67 | 628.00 | 17% |
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