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ULPSX vs UOPIX
ULPSX vs UOPIX Comparison Chart in %
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ULPSX 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 ULPSX is a Buy and UOPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.74B vs. ULPSX (209M). 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 (2.53) 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 : 26.61 vs. ULPSX (12.92). UOPIX return over 5 years is better than : 88.47 vs. ULPSX (69.20).
| 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 | 23.955 | 29.416 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209M | 1.74B | 12% |
| Annual Yield % from dividends | 0.48 | 0.35 | 136% |
| Returns for 1 year | 12.92 | 26.61 | 49% |
| Returns for 3 years | 89.01 | 209.60 | 42% |
| Returns for 5 years | 69.20 | 88.47 | 78% |
| Returns for 10 years | 311.38 | 749.81 | 42% |
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