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TEPSX vs UOPIX
TEPSX vs UOPIX Comparison Chart in %
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TEPSX vs. UOPIX commentary
Jul 18, 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 StrongBuy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.19B vs. TEPSX (89.4M). 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 : 11.40 vs. TEPSX (-4.80). UOPIX return over 5 years is better than : 113.03 vs. TEPSX (106.53).
| 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 | 11.658 | 10.215 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.4M | 1.19B | 7% |
| Annual Yield % from dividends | 0.00 | 0.38 | - |
| Returns for 1 year | -4.80 | 11.40 | -42% |
| Returns for 3 years | 90.75 | 150.78 | 60% |
| Returns for 5 years | 106.53 | 113.03 | 94% |
| Returns for 10 years | 551.21 | 628.50 | 88% |
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