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UGPIX vs UOPIX
UGPIX vs UOPIX Comparison Chart in %
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UGPIX vs. UOPIX commentary
Oct 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.25B vs. UGPIX (32.7M). UGPIX pays higher dividends than UOPIX: UGPIX (1.53) vs UOPIX (0.37). UGPIX was incepted earlier than UOPIX: UGPIX (18 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. UGPIX annual gain was more profitable for investors over the last year : 34.94 vs. UOPIX (32.33). UOPIX return over 5 years is better than : 98.84 vs. UGPIX (-83.55).
| UGPIX | UOPIX | UGPIX / UOPIX | |
| Total Expense Ratio | 1.80 | 1.53 | 118% |
| Annual Report Gross Expense Ratio | 1.80 | 1.53 | 118% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | 66.123 | 24.463 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7M | 1.25B | 3% |
| Annual Yield % from dividends | 1.53 | 0.37 | 415% |
| Returns for 1 year | 34.94 | 32.33 | 108% |
| Returns for 3 years | 58.58 | 238.59 | 25% |
| Returns for 5 years | -83.55 | 98.84 | -85% |
| Returns for 10 years | -66.42 | 820.62 | -8% |
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