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UOPIX vs UTPIX
UOPIX vs UTPIX Comparison Chart
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UOPIX vs. UTPIX commentary
Jun 16, 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 UOPIX is a Buy and UTPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.04B vs. UTPIX (13.7M). UTPIX pays higher dividends than UOPIX: UTPIX (1.09) vs UOPIX (0.43). UOPIX was incepted earlier than UTPIX: UOPIX (28 years) vs UTPIX (25 years). UTPIX (1.84) is less costly to investors than UOPIX (1.53). UTPIX is a more actively managed with annual turnover of: 35.00 vs. UOPIX (22.00). UOPIX (15000) and UTPIX (15000) have matching initial minimum investment requirements. UTPIX annual gain was more profitable for investors over the last year : 23.23 vs. UOPIX (8.00). UOPIX return over 5 years is better than : 131.04 vs. UTPIX (62.40).
| UOPIX | UTPIX | UOPIX / UTPIX | |
| Total Expense Ratio | 1.53 | 1.78 | 86% |
| Annual Report Gross Expense Ratio | 1.53 | 1.84 | 83% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | -0.891 | 9.453 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 13.7M | 7,620% |
| Annual Yield % from dividends | 0.43 | 1.09 | 39% |
| Returns for 1 year | 8.00 | 23.23 | 34% |
| Returns for 3 years | 150.70 | 31.78 | 474% |
| Returns for 5 years | 131.04 | 62.40 | 210% |
| Returns for 10 years | 614.49 | 169.67 | 362% |
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