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UGPIX vs UOPIX
UGPIX vs UOPIX Comparison Chart in %
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UGPIX 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 UGPIX is a Hold and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.69B vs. UGPIX (26.1M). UGPIX pays higher dividends than UOPIX: UGPIX (1.99) vs UOPIX (0.35). 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 : 38.83 vs. UOPIX (26.61). UOPIX return over 5 years is better than : 88.47 vs. UGPIX (-86.78).
| 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 | 46.256 | 29.416 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.1M | 1.69B | 2% |
| Annual Yield % from dividends | 1.99 | 0.35 | 564% |
| Returns for 1 year | 38.83 | 26.61 | 146% |
| Returns for 3 years | 0.25 | 209.60 | 0% |
| Returns for 5 years | -86.78 | 88.47 | -98% |
| Returns for 10 years | -72.98 | 749.81 | -10% |
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