Interact to see
Advertisement
Advertisement
UAPSX vs UOPIX
UAPSX vs UOPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UAPSX vs. UOPIX commentary
Dec 28, 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 UAPSX is a Hold and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.68B vs. UAPSX (80.9M). UAPSX pays higher dividends than UOPIX: UAPSX (0.41) vs UOPIX (0.35). UAPSX was incepted earlier than UOPIX: UAPSX (26 years) vs UOPIX (28 years). UAPSX (2.67) is less costly to investors than UOPIX (1.45). UAPSX is a more actively managed with annual turnover of: 69.00 vs. UOPIX (52.00). UAPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UAPSX annual gain was more profitable for investors over the last year : 11.50 vs. UOPIX (5.59). UOPIX return over 5 years is better than : 75.42 vs. UAPSX (1.51).
| UAPSX | UOPIX | UAPSX / UOPIX | |
| Total Expense Ratio | 2.67 | 1.45 | 184% |
| Annual Report Gross Expense Ratio | 2.67 | 1.45 | 184% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 16.541 | 13.479 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.9M | 1.68B | 5% |
| Annual Yield % from dividends | 0.41 | 0.35 | 116% |
| Returns for 1 year | 11.50 | 5.59 | 206% |
| Returns for 3 years | 56.13 | 254.37 | 22% |
| Returns for 5 years | 1.51 | 75.42 | 2% |
| Returns for 10 years | 100.91 | 655.14 | 15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement