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UOPIX vs WCPIX
UOPIX vs WCPIX Comparison Chart in %
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UOPIX vs. WCPIX commentary
Jul 07, 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 WCPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.21B vs. WCPIX (17.3M). UOPIX pays higher dividends than WCPIX: UOPIX (0.38) vs WCPIX (0.07). UOPIX was incepted earlier than WCPIX: UOPIX (28 years) vs WCPIX (25 years). WCPIX (1.97) is less costly to investors than UOPIX (1.53). WCPIX is a more actively managed with annual turnover of: 132.00 vs. UOPIX (22.00). UOPIX (15000) and WCPIX (15000) have matching initial minimum investment requirements. WCPIX annual gain was more profitable for investors over the last year : 34.23 vs. UOPIX (13.46). UOPIX (125.24) and WCPIX (122.55) have equivalent 5 years return.
| UOPIX | WCPIX | UOPIX / WCPIX | |
| Total Expense Ratio | 1.53 | 1.78 | 86% |
| Annual Report Gross Expense Ratio | 1.53 | 1.97 | 78% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 10.285 | 15.010 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | 15000 | - |
| Net Assets | 1.21B | 17.3M | 7,000% |
| Annual Yield % from dividends | 0.38 | 0.07 | 566% |
| Returns for 1 year | 13.46 | 34.23 | 39% |
| Returns for 3 years | 167.73 | 140.03 | 120% |
| Returns for 5 years | 125.24 | 122.55 | 102% |
| Returns for 10 years | 709.51 | 349.22 | 203% |
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