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UAPSX vs UOPIX
UAPSX vs UOPIX Comparison Chart in %
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UAPSX vs. UOPIX commentary
Dec 05, 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 Buy and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.74B vs. UAPSX (76.8M). 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 (2.74) 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 : 27.45 vs. UAPSX (-2.78). UOPIX return over 5 years is better than : 89.10 vs. UAPSX (12.10).
| 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 | 14.915 | 31.064 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.8M | 1.74B | 4% |
| Annual Yield % from dividends | 0.41 | 0.35 | 116% |
| Returns for 1 year | -2.78 | 27.45 | -10% |
| Returns for 3 years | 30.76 | 213.54 | 14% |
| Returns for 5 years | 12.10 | 89.10 | 14% |
| Returns for 10 years | 90.34 | 760.63 | 12% |
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