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UBPIX vs UOPSX
UBPIX vs UOPSX Comparison Chart in %
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UBPIX vs. UOPSX 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 UOPSX is a Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.26B vs. UBPIX (13.3M). UBPIX pays higher dividends than UOPSX: UBPIX (5.03) vs UOPSX (0.00). UBPIX was incepted earlier than UOPSX: UBPIX (18 years) vs UOPSX (28 years). UOPSX (2.45) is less costly to investors than UBPIX (2.00). UBPIX is a more actively managed with annual turnover of: 150.00 vs. UOPSX (52.00). UBPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UBPIX annual gain was more profitable for investors over the last year : 104.30 vs. UOPSX (4.16). UBPIX return over 5 years is better than : 88.56 vs. UOPSX (38.18).
| UBPIX | UOPSX | UBPIX / UOPSX | |
| Total Expense Ratio | 1.78 | 2.45 | 73% |
| Annual Report Gross Expense Ratio | 2.00 | 2.45 | 82% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 11.655 | 1.423 | 819% |
| 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 | 0.00 | - |
| Returns for 1 year | 104.30 | 4.16 | 2,505% |
| Returns for 3 years | 68.67 | 173.94 | 39% |
| Returns for 5 years | 88.56 | 38.18 | 232% |
| Returns for 10 years | 168.16 | 602.98 | 28% |
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