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UBPIX vs UOPIX
UBPIX vs UOPIX Comparison Chart in %
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UBPIX vs. UOPIX commentary
Jan 15, 2026
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 Hold and UOPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.26B vs. UBPIX (13.3M). UBPIX pays higher dividends than UOPIX: UBPIX (5.03) vs UOPIX (0.36). 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 : 104.30 vs. UOPIX (14.67). UBPIX return over 5 years is better than : 88.56 vs. UOPIX (70.40).
| 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 | 11.655 | 1.459 | 799% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3M | 1.26B | 1% |
| Annual Yield % from dividends | 5.03 | 0.36 | 1,397% |
| Returns for 1 year | 104.30 | 14.67 | 711% |
| Returns for 3 years | 68.67 | 207.85 | 33% |
| Returns for 5 years | 88.56 | 70.40 | 126% |
| Returns for 10 years | 168.16 | 858.87 | 20% |
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