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TEPIX vs UOPIX
TEPIX vs UOPIX Comparison Chart
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TEPIX vs. UOPIX 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 TEPIX is a Buy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.04B vs. TEPIX (64.3M). UOPIX pays higher dividends than TEPIX: UOPIX (0.43) vs TEPIX (0.28). TEPIX was incepted earlier than UOPIX: TEPIX (25 years) vs UOPIX (28 years). TEPIX (1.55) and UOPIX (1.53) have similar cost to investors . TEPIX is a more actively managed with annual turnover of: 116.00 vs. UOPIX (22.00). TEPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 8.00 vs. TEPIX (-8.00). UOPIX (131.04) and TEPIX (129.48) have equivalent 5 years return.
| TEPIX | UOPIX | TEPIX / UOPIX | |
| Total Expense Ratio | 1.55 | 1.53 | 101% |
| Annual Report Gross Expense Ratio | 1.55 | 1.53 | 101% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 0.328 | -0.891 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.3M | 1.04B | 6% |
| Annual Yield % from dividends | 0.28 | 0.43 | 66% |
| Returns for 1 year | -8.00 | 8.00 | -100% |
| Returns for 3 years | 94.98 | 150.70 | 63% |
| Returns for 5 years | 129.48 | 131.04 | 99% |
| Returns for 10 years | 600.91 | 614.49 | 98% |
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