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UBPIX vs UOPIX
UBPIX vs UOPIX Comparison Chart in %
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UBPIX vs. UOPIX commentary
Jul 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 UBPIX is a Buy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.2B vs. UBPIX (7.83M). UBPIX pays higher dividends than UOPIX: UBPIX (5.02) vs UOPIX (0.38). UBPIX was incepted earlier than UOPIX: UBPIX (18 years) vs UOPIX (28 years). UBPIX (1.93) is less costly to investors than UOPIX (1.53). UBPIX is a more actively managed with annual turnover of: 111.00 vs. UOPIX (22.00). UBPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 35.59 vs. UBPIX (13.95). UOPIX return over 5 years is better than : 127.20 vs. UBPIX (89.67).
| UBPIX | UOPIX | UBPIX / UOPIX | |
| Total Expense Ratio | 1.78 | 1.53 | 116% |
| Annual Report Gross Expense Ratio | 1.93 | 1.53 | 126% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 33.333 | 13.786 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.83M | 1.2B | 1% |
| Annual Yield % from dividends | 5.02 | 0.38 | 1,322% |
| Returns for 1 year | 13.95 | 35.59 | 39% |
| Returns for 3 years | 41.35 | 155.42 | 27% |
| Returns for 5 years | 89.67 | 127.20 | 70% |
| Returns for 10 years | -25.53 | 686.29 | -4% |
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