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UAPSX vs UOPIX
UAPSX vs UOPIX Comparison Chart in %
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UAPSX vs. UOPIX 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 UAPSX is a Hold and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.25B vs. UAPSX (49.8M). UAPSX pays higher dividends than UOPIX: UAPSX (0.42) vs UOPIX (0.37). UAPSX was incepted earlier than UOPIX: UAPSX (26 years) vs UOPIX (28 years). UAPSX (2.74) is less costly to investors than UOPIX (1.53). UAPSX is a more actively managed with annual turnover of: 46.00 vs. UOPIX (22.00). UAPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 32.33 vs. UAPSX (3.74). UOPIX return over 5 years is better than : 98.84 vs. UAPSX (43.40).
| UAPSX | UOPIX | UAPSX / UOPIX | |
| Total Expense Ratio | 2.74 | 1.53 | 179% |
| Annual Report Gross Expense Ratio | 2.74 | 1.53 | 179% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 10.813 | 24.463 | 44% |
| 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 | 0.42 | 0.37 | 115% |
| Returns for 1 year | 3.74 | 32.33 | 12% |
| Returns for 3 years | 44.56 | 238.59 | 19% |
| Returns for 5 years | 43.40 | 98.84 | 44% |
| Returns for 10 years | 89.38 | 820.62 | 11% |
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