Interact to see
Advertisement
Advertisement
UBPIX vs UOPSX
UBPIX vs UOPSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
UBPIX vs. UOPSX commentary
Dec 05, 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: 1.74B vs. UBPIX (10.8M). UBPIX pays higher dividends than UOPSX: UBPIX (3.72) 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 : 74.18 vs. UOPSX (24.87). UBPIX return over 5 years is better than : 85.22 vs. UOPSX (60.95).
| 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 | 92.105 | 28.499 | 323% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8M | 1.74B | 1% |
| Annual Yield % from dividends | 3.72 | 0.00 | - |
| Returns for 1 year | 74.18 | 24.87 | 298% |
| Returns for 3 years | 62.47 | 194.48 | 32% |
| Returns for 5 years | 85.22 | 60.95 | 140% |
| Returns for 10 years | 60.66 | 580.50 | 10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement