Interact to see
Advertisement
Advertisement
TEPSX vs UOPIX
TEPSX vs UOPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
TEPSX vs. UOPIX commentary
Jul 27, 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 TEPSX is a Buy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.2B vs. TEPSX (91.8M). UOPIX pays higher dividends than TEPSX: UOPIX (0.38) vs TEPSX (0.00). TEPSX was incepted earlier than UOPIX: TEPSX (25 years) vs UOPIX (28 years). TEPSX (2.55) is less costly to investors than UOPIX (1.53). TEPSX is a more actively managed with annual turnover of: 116.00 vs. UOPIX (22.00). TEPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX annual gain was more profitable for investors over the last year : 35.59 vs. TEPSX (11.65). UOPIX return over 5 years is better than : 127.20 vs. TEPSX (117.26).
| TEPSX | UOPIX | TEPSX / UOPIX | |
| Total Expense Ratio | 2.55 | 1.53 | 167% |
| Annual Report Gross Expense Ratio | 2.55 | 1.53 | 167% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 14.156 | 13.786 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.8M | 1.2B | 8% |
| Annual Yield % from dividends | 0.00 | 0.38 | - |
| Returns for 1 year | 11.65 | 35.59 | 33% |
| Returns for 3 years | 96.30 | 155.42 | 62% |
| Returns for 5 years | 117.26 | 127.20 | 92% |
| Returns for 10 years | 595.26 | 686.29 | 87% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VYMSX | 19.96 | 0.17 | +0.86% |
| Voya Mid Cap Research Enhanced Index I | |||
| GLCTX | 32.10 | 0.19 | +0.60% |
| Goldman Sachs Large Cap Gr Insghts Inv | |||
| HGOSX | 71.06 | 0.25 | +0.35% |
| Hartford Growth Opportunities R4 | |||
| GCVTX | 24.41 | 0.07 | +0.29% |
| Goldman Sachs Large Cp Val Insghts Inv | |||
| LHCIX | 18.56 | 0.05 | +0.27% |
| Lord Abbett Health Care I | |||