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UBPIX vs UOPIX
UBPIX vs UOPIX Comparison Chart
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UBPIX vs. UOPIX commentary
Jun 16, 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: 1.04B vs. UBPIX (7.46M). UBPIX pays higher dividends than UOPIX: UBPIX (5.48) vs UOPIX (0.43). 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 : 13.96 vs. UOPIX (8.00). UOPIX return over 5 years is better than : 131.04 vs. UBPIX (97.52).
| 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 | 35.965 | -0.891 | -4,039% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.46M | 1.04B | 1% |
| Annual Yield % from dividends | 5.48 | 0.43 | 1,284% |
| Returns for 1 year | 13.96 | 8.00 | 174% |
| Returns for 3 years | 23.19 | 150.70 | 15% |
| Returns for 5 years | 97.52 | 131.04 | 74% |
| Returns for 10 years | -41.42 | 614.49 | -7% |
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