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UBPSX vs UOPIX
UBPSX vs UOPIX Comparison Chart
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UBPSX vs. UOPIX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.04B vs. UBPSX (7.46M). UBPSX pays higher dividends than UOPIX: UBPSX (4.81) vs UOPIX (0.43). 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 : 12.37 vs. UOPIX (8.00). UOPIX return over 5 years is better than : 131.04 vs. UBPSX (87.46).
| 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 | 35.428 | -0.891 | -3,978% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.46M | 1.04B | 1% |
| Annual Yield % from dividends | 4.81 | 0.43 | 1,127% |
| Returns for 1 year | 12.37 | 8.00 | 155% |
| Returns for 3 years | 19.47 | 150.70 | 13% |
| Returns for 5 years | 87.46 | 131.04 | 67% |
| Returns for 10 years | -47.04 | 614.49 | -8% |
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