The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| TEPIX | UOPIX | TEPIX / UOPIX | |
| Total Expense Ratio | 1.53 | 1.45 | 106% |
| Annual Report Gross Expense Ratio | 1.53 | 1.45 | 106% |
| Fund Existence | 26 years | 29 years | - |
| Gain YTD | 40.491 | 27.600 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 1.42B | 9% |
| Annual Yield % from dividends | 0.00 | 0.31 | 0% |
| Returns for 1 year | 54.49 | 22.59 | 241% |
| Returns for 3 years | 127.84 | 128.05 | 100% |
| Returns for 5 years | 93.17 | 48.58 | 192% |
| Returns for 10 years | 1002.41 | 810.16 | 124% |