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UOPIX vs UUPIX
UOPIX vs UUPIX Comparison Chart in %
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UOPIX vs. UUPIX 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 UOPIX is a StrongBuy and UUPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.25B vs. UUPIX (15M). UUPIX pays higher dividends than UOPIX: UUPIX (0.91) vs UOPIX (0.37). UOPIX was incepted earlier than UUPIX: UOPIX (28 years) vs UUPIX (20 years). UUPIX (2.13) is less costly to investors than UOPIX (1.53). UUPIX is a more actively managed with annual turnover of: 163.00 vs. UOPIX (22.00). UOPIX (15000) and UUPIX (15000) have matching initial minimum investment requirements. UUPIX annual gain was more profitable for investors over the last year : 49.32 vs. UOPIX (32.33). UOPIX return over 5 years is better than : 98.84 vs. UUPIX (19.96).
| UOPIX | UUPIX | UOPIX / UUPIX | |
| Total Expense Ratio | 1.53 | 1.78 | 86% |
| Annual Report Gross Expense Ratio | 1.53 | 2.13 | 72% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 24.463 | 77.999 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 15M | 8,360% |
| Annual Yield % from dividends | 0.37 | 0.91 | 40% |
| Returns for 1 year | 32.33 | 49.32 | 66% |
| Returns for 3 years | 238.59 | 177.07 | 135% |
| Returns for 5 years | 98.84 | 19.96 | 495% |
| Returns for 10 years | 820.62 | 155.56 | 528% |