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UBPIX vs UOPIX
UBPIX vs UOPIX Comparison Chart in %
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UBPIX 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 UBPIX is a Buy and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.74B vs. UBPIX (10.8M). 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 (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. UBPIX annual gain was more profitable for investors over the last year : 74.18 vs. UOPIX (27.45). UOPIX (89.10) and UBPIX (85.22) have equivalent 5 years return.
| 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 | 92.105 | 31.064 | 297% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8M | 1.74B | 1% |
| Annual Yield % from dividends | 3.72 | 0.35 | 1,052% |
| Returns for 1 year | 74.18 | 27.45 | 270% |
| Returns for 3 years | 62.47 | 213.54 | 29% |
| Returns for 5 years | 85.22 | 89.10 | 96% |
| Returns for 10 years | 60.66 | 760.63 | 8% |
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