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UBPSX vs UOPIX
UBPSX vs UOPIX Comparison Chart in %
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UBPSX 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 UBPSX is a Buy and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.52B vs. UBPSX (10.9M). UBPSX pays higher dividends than UOPIX: UBPSX (3.66) vs UOPIX (0.34). 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. UBPSX annual gain was more profitable for investors over the last year : 61.48 vs. UOPIX (28.52). UBPSX return over 5 years is better than : 129.89 vs. UOPIX (107.59).
| 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 | 82.969 | 30.766 | 270% |
| 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 | 3.66 | 0.34 | 1,078% |
| Returns for 1 year | 61.48 | 28.52 | 216% |
| Returns for 3 years | 57.54 | 220.63 | 26% |
| Returns for 5 years | 129.89 | 107.59 | 121% |
| Returns for 10 years | 34.41 | 840.83 | 4% |
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