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UAPSX vs UOPIX
UAPSX vs UOPIX Comparison Chart in %
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UAPSX vs. UOPIX commentary
Feb 05, 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 UAPSX is a Hold and UOPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.23B vs. UAPSX (53.2M). UOPIX pays higher dividends than UAPSX: UOPIX (0.35) vs UAPSX (0.00). 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 : 24.19 vs. UOPIX (7.99). UOPIX return over 5 years is better than : 50.35 vs. UAPSX (-8.19).
| 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 | 13.012 | -0.016 | -81,567% |
| 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 | 0.00 | 0.35 | - |
| Returns for 1 year | 24.19 | 7.99 | 303% |
| Returns for 3 years | 32.59 | 157.58 | 21% |
| Returns for 5 years | -8.19 | 50.35 | -16% |
| Returns for 10 years | 203.96 | 903.94 | 23% |
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