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UBPSX vs UOPIX
UBPSX vs UOPIX Comparison Chart in %
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UBPSX vs. UOPIX commentary
Jul 29, 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 UBPSX is a Hold and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.2B vs. UBPSX (7.83M). UBPSX pays higher dividends than UOPIX: UBPSX (4.42) vs UOPIX (0.38). UBPSX was incepted earlier than UOPIX: UBPSX (18 years) vs UOPIX (28 years). UBPSX (2.93) is less costly to investors than UOPIX (1.53). UBPSX is a more actively managed with annual turnover of: 111.00 vs. UOPIX (22.00). UBPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 33.75 vs. UBPSX (6.79). UOPIX return over 5 years is better than : 121.29 vs. UBPSX (59.68).
| UBPSX | UOPIX | UBPSX / UOPIX | |
| Total Expense Ratio | 2.78 | 1.53 | 182% |
| Annual Report Gross Expense Ratio | 2.93 | 1.53 | 192% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 27.778 | 14.528 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.83M | 1.2B | 1% |
| Annual Yield % from dividends | 4.42 | 0.38 | 1,162% |
| Returns for 1 year | 6.79 | 33.75 | 20% |
| Returns for 3 years | 19.55 | 124.50 | 16% |
| Returns for 5 years | 59.68 | 121.29 | 49% |
| Returns for 10 years | -37.09 | 681.17 | -5% |
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