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UBPSX vs UOPIX
UBPSX vs UOPIX Comparison Chart in %
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UBPSX vs. UOPIX commentary
Dec 04, 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: 1.69B vs. UBPSX (10.5M). UBPSX pays higher dividends than UOPIX: UBPSX (3.28) vs UOPIX (0.35). 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 : 69.05 vs. UOPIX (26.61). UOPIX return over 5 years is better than : 88.47 vs. UBPSX (79.14).
| 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 | 85.155 | 29.416 | 289% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5M | 1.69B | 1% |
| Annual Yield % from dividends | 3.28 | 0.35 | 929% |
| Returns for 1 year | 69.05 | 26.61 | 260% |
| Returns for 3 years | 52.69 | 209.60 | 25% |
| Returns for 5 years | 79.14 | 88.47 | 89% |
| Returns for 10 years | 40.47 | 749.81 | 5% |