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UGPIX vs UOPIX
UGPIX vs UOPIX Comparison Chart in %
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UGPIX vs. UOPIX commentary
Jul 06, 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 UGPIX is a Hold and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.21B vs. UGPIX (21.8M). UGPIX pays higher dividends than UOPIX: UGPIX (2.45) vs UOPIX (0.38). UGPIX was incepted earlier than UOPIX: UGPIX (17 years) vs UOPIX (28 years). UGPIX (1.80) is less costly to investors than UOPIX (1.53). UGPIX is a more actively managed with annual turnover of: 159.00 vs. UOPIX (22.00). UGPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 13.46 vs. UGPIX (9.04). UOPIX return over 5 years is better than : 125.24 vs. UGPIX (-84.90).
| UGPIX | UOPIX | UGPIX / UOPIX | |
| Total Expense Ratio | 1.80 | 1.53 | 118% |
| Annual Report Gross Expense Ratio | 1.80 | 1.53 | 118% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 16.760 | 10.285 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8M | 1.21B | 2% |
| Annual Yield % from dividends | 2.45 | 0.38 | 646% |
| Returns for 1 year | 9.04 | 13.46 | 67% |
| Returns for 3 years | -45.03 | 167.73 | -27% |
| Returns for 5 years | -84.90 | 125.24 | -68% |
| Returns for 10 years | -80.77 | 709.51 | -11% |
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