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TEPIX vs UOPIX
TEPIX vs UOPIX Comparison Chart
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TEPIX vs. UOPIX commentary
May 09, 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 StrongBuy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 901M vs. TEPIX (59M). UOPIX pays higher dividends than TEPIX: UOPIX (0.50) vs TEPIX (0.32). TEPIX was incepted earlier than UOPIX: TEPIX (25 years) vs UOPIX (27 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 : 6.87 vs. TEPIX (-7.99). UOPIX (114.46) and TEPIX (111.98) 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 | 27 years | - |
| Gain YTD | -13.437 | -15.741 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59M | 901M | 7% |
| Annual Yield % from dividends | 0.32 | 0.50 | 64% |
| Returns for 1 year | -7.99 | 6.87 | -116% |
| Returns for 3 years | 47.88 | 80.58 | 59% |
| Returns for 5 years | 111.98 | 114.46 | 98% |
| Returns for 10 years | 504.16 | 511.58 | 99% |
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