Interact to see
Advertisement
Advertisement
ULPSX vs UOPIX
ULPSX vs UOPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ULPSX 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 ULPSX is a Hold and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.23B vs. ULPSX (169M). ULPSX pays higher dividends than UOPIX: ULPSX (0.50) vs UOPIX (0.37). ULPSX was incepted earlier than UOPIX: ULPSX (28 years) vs UOPIX (28 years). ULPSX (2.53) is less costly to investors than UOPIX (1.53). ULPSX is a more actively managed with annual turnover of: 217.00 vs. UOPIX (22.00). ULPSX (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. ULPSX (14.39). UOPIX return over 5 years is better than : 98.84 vs. ULPSX (78.11).
| ULPSX | UOPIX | ULPSX / UOPIX | |
| Total Expense Ratio | 2.53 | 1.53 | 165% |
| Annual Report Gross Expense Ratio | 2.53 | 1.53 | 165% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 18.381 | 24.463 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 1.23B | 14% |
| Annual Yield % from dividends | 0.50 | 0.37 | 135% |
| Returns for 1 year | 14.39 | 32.33 | 44% |
| Returns for 3 years | 113.78 | 238.59 | 48% |
| Returns for 5 years | 78.11 | 98.84 | 79% |
| Returns for 10 years | 316.44 | 820.62 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement