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UOPIX vs UTPIX
UOPIX vs UTPIX Comparison Chart in %
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UOPIX vs. UTPIX commentary
Oct 21, 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 StrongBuy and UTPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.25B vs. UTPIX (35.8M). UTPIX pays higher dividends than UOPIX: UTPIX (0.98) vs UOPIX (0.37). 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. UOPIX annual gain was more profitable for investors over the last year : 33.98 vs. UTPIX (17.40). UOPIX return over 5 years is better than : 110.54 vs. UTPIX (73.56).
| 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 | 27.636 | 32.126 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 35.8M | 3,503% |
| Annual Yield % from dividends | 0.37 | 0.98 | 38% |
| Returns for 1 year | 33.98 | 17.40 | 195% |
| Returns for 3 years | 237.64 | 69.74 | 341% |
| Returns for 5 years | 110.54 | 73.56 | 150% |
| Returns for 10 years | 770.58 | 200.95 | 383% |
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