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UBPIX vs UOPIX
UBPIX vs UOPIX Comparison Chart in %
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UBPIX vs. UOPIX commentary
Dec 26, 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 UBPIX is a StrongBuy and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.53B vs. UBPIX (11.1M). UBPIX pays higher dividends than UOPIX: UBPIX (3.72) vs UOPIX (0.35). UBPIX was incepted earlier than UOPIX: UBPIX (18 years) vs UOPIX (28 years). UBPIX (2.00) is less costly to investors than UOPIX (1.45). UBPIX is a more actively managed with annual turnover of: 150.00 vs. UOPIX (52.00). UBPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UBPIX annual gain was more profitable for investors over the last year : 84.74 vs. UOPIX (4.87). UOPIX (74.73) and UBPIX (71.27) have equivalent 5 years return.
| UBPIX | UOPIX | UBPIX / UOPIX | |
| Total Expense Ratio | 1.78 | 1.45 | 123% |
| Annual Report Gross Expense Ratio | 2.00 | 1.45 | 138% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 87.544 | 13.032 | 672% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1M | 1.53B | 1% |
| Annual Yield % from dividends | 3.72 | 0.35 | 1,052% |
| Returns for 1 year | 84.74 | 4.87 | 1,739% |
| Returns for 3 years | 65.67 | 242.29 | 27% |
| Returns for 5 years | 71.27 | 74.73 | 95% |
| Returns for 10 years | 73.35 | 674.34 | 11% |
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