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UBPSX vs UOPIX
UBPSX vs UOPIX Comparison Chart in %
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UBPSX vs. UOPIX commentary
Feb 04, 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 UBPSX is a Hold and UOPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.23B vs. UBPSX (14.3M). UBPSX pays higher dividends than UOPIX: UBPSX (3.69) vs UOPIX (0.35). UBPSX was incepted earlier than UOPIX: UBPSX (18 years) vs UOPIX (28 years). UBPSX (3.00) is less costly to investors than UOPIX (1.45). UBPSX is a more actively managed with annual turnover of: 150.00 vs. UOPIX (52.00). UBPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UBPSX annual gain was more profitable for investors over the last year : 131.29 vs. UOPIX (7.99). UBPSX return over 5 years is better than : 151.94 vs. UOPIX (50.35).
| UBPSX | UOPIX | UBPSX / UOPIX | |
| Total Expense Ratio | 2.78 | 1.45 | 192% |
| Annual Report Gross Expense Ratio | 3.00 | 1.45 | 207% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 40.902 | -0.016 | -256,401% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3M | 1.23B | 1% |
| Annual Yield % from dividends | 3.69 | 0.35 | 1,039% |
| Returns for 1 year | 131.29 | 7.99 | 1,644% |
| Returns for 3 years | 115.68 | 157.58 | 73% |
| Returns for 5 years | 151.94 | 50.35 | 302% |
| Returns for 10 years | 158.12 | 903.94 | 17% |
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