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ULPSX vs UOPIX
ULPSX vs UOPIX Comparison Chart in %
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ULPSX vs. UOPIX commentary
Dec 27, 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 Buy and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.68B vs. ULPSX (205M). ULPSX pays higher dividends than UOPIX: ULPSX (0.48) vs UOPIX (0.35). ULPSX was incepted earlier than UOPIX: ULPSX (28 years) vs UOPIX (28 years). ULPSX (2.47) is less costly to investors than UOPIX (1.45). ULPSX is a more actively managed with annual turnover of: 104.00 vs. UOPIX (52.00). ULPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 5.59 vs. ULPSX (4.56). ULPSX (76.45) and UOPIX (75.42) have equivalent 5 years return.
| ULPSX | UOPIX | ULPSX / UOPIX | |
| Total Expense Ratio | 2.47 | 1.45 | 170% |
| Annual Report Gross Expense Ratio | 2.47 | 1.45 | 170% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 13.788 | 13.479 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205M | 1.68B | 12% |
| Annual Yield % from dividends | 0.48 | 0.35 | 136% |
| Returns for 1 year | 4.56 | 5.59 | 82% |
| Returns for 3 years | 124.60 | 254.37 | 49% |
| Returns for 5 years | 76.45 | 75.42 | 101% |
| Returns for 10 years | 283.21 | 655.14 | 43% |
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