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UBPIX vs UOPSX
UBPIX vs UOPSX Comparison Chart in %
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UBPIX vs. UOPSX 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 UOPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.52B vs. UBPIX (10.9M). UBPIX pays higher dividends than UOPSX: UBPIX (4.15) vs UOPSX (0.00). UBPIX was incepted earlier than UOPSX: UBPIX (18 years) vs UOPSX (28 years). UOPSX (2.53) is less costly to investors than UBPIX (1.93). UBPIX is a more actively managed with annual turnover of: 111.00 vs. UOPSX (22.00). UBPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UBPIX annual gain was more profitable for investors over the last year : 61.95 vs. UOPSX (21.16). UBPIX return over 5 years is better than : 138.58 vs. UOPSX (69.42).
| UBPIX | UOPSX | UBPIX / UOPSX | |
| Total Expense Ratio | 1.78 | 2.53 | 70% |
| Annual Report Gross Expense Ratio | 1.93 | 2.53 | 76% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 81.667 | 23.017 | 355% |
| 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 | 0.00 | - |
| Returns for 1 year | 61.95 | 21.16 | 293% |
| Returns for 3 years | 59.08 | 194.50 | 30% |
| Returns for 5 years | 138.58 | 69.42 | 200% |
| Returns for 10 years | 42.06 | 594.07 | 7% |
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