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TEPIX vs UOPIX
TEPIX vs UOPIX Comparison Chart in %
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TEPIX vs. UOPIX commentary
Jun 26, 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: 1.06B vs. TEPIX (66.5M). 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 : 12.19 vs. TEPIX (-2.81). TEPIX (135.58) and UOPIX (134.05) 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 | 5.665 | 4.042 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.5M | 1.06B | 6% |
| Annual Yield % from dividends | 0.28 | 0.43 | 66% |
| Returns for 1 year | -2.81 | 12.19 | -23% |
| Returns for 3 years | 85.02 | 130.94 | 65% |
| Returns for 5 years | 135.58 | 134.05 | 101% |
| Returns for 10 years | 649.02 | 641.07 | 101% |
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