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TEPSX vs UOPIX
TEPSX vs UOPIX Comparison Chart in %
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TEPSX vs. UOPIX commentary
Jul 06, 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: 1.21B vs. TEPSX (85.4M). 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 : 13.46 vs. TEPSX (-4.62). UOPIX return over 5 years is better than : 125.24 vs. TEPSX (111.60).
| 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 | 11.296 | 10.285 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.4M | 1.21B | 7% |
| Annual Yield % from dividends | 0.00 | 0.38 | - |
| Returns for 1 year | -4.62 | 13.46 | -34% |
| Returns for 3 years | 100.26 | 167.73 | 60% |
| Returns for 5 years | 111.60 | 125.24 | 89% |
| Returns for 10 years | 596.79 | 709.51 | 84% |
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