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UBPIX vs UOPIX
UBPIX vs UOPIX Comparison Chart in %
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UBPIX vs. UOPIX commentary
Nov 14, 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: 1.52B vs. UBPIX (10.9M). UBPIX pays higher dividends than UOPIX: UBPIX (4.15) vs UOPIX (0.34). 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 : 61.95 vs. UOPIX (23.64). UBPIX return over 5 years is better than : 138.58 vs. UOPIX (99.06).
| 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 | 81.667 | 25.392 | 322% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9M | 1.52B | 1% |
| Annual Yield % from dividends | 4.15 | 0.34 | 1,222% |
| Returns for 1 year | 61.95 | 23.64 | 262% |
| Returns for 3 years | 59.08 | 213.60 | 28% |
| Returns for 5 years | 138.58 | 99.06 | 140% |
| Returns for 10 years | 42.06 | 777.56 | 5% |
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