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UDPIX vs UOPIX
UDPIX vs UOPIX Comparison Chart in %
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UDPIX vs. UOPIX commentary
Oct 18, 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 UDPIX is a Buy and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.23B vs. UDPIX (38.1M). UDPIX pays higher dividends than UOPIX: UDPIX (0.77) vs UOPIX (0.37). UDPIX was incepted earlier than UOPIX: UDPIX (23 years) vs UOPIX (28 years). UDPIX (1.61) is less costly to investors than UOPIX (1.53). UDPIX is a more actively managed with annual turnover of: 28.00 vs. UOPIX (22.00). UDPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 32.33 vs. UDPIX (5.46). UOPIX (98.84) and UDPIX (95.51) have equivalent 5 years return.
| UDPIX | UOPIX | UDPIX / UOPIX | |
| Total Expense Ratio | 1.61 | 1.53 | 105% |
| Annual Report Gross Expense Ratio | 1.61 | 1.53 | 105% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 11.703 | 24.463 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.1M | 1.23B | 3% |
| Annual Yield % from dividends | 0.77 | 0.37 | 208% |
| Returns for 1 year | 5.46 | 32.33 | 17% |
| Returns for 3 years | 92.62 | 238.59 | 39% |
| Returns for 5 years | 95.51 | 98.84 | 97% |
| Returns for 10 years | 346.57 | 820.62 | 42% |
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