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TEPIX vs UOPSX
TEPIX vs UOPSX Comparison Chart
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TEPIX vs. UOPSX commentary
Apr 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 TEPIX is a Hold and UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 738M vs. TEPIX (47M). TEPIX pays higher dividends than UOPSX: TEPIX (0.32) vs UOPSX (0.00). TEPIX was incepted earlier than UOPSX: TEPIX (25 years) vs UOPSX (27 years). UOPSX (2.53) is less costly to investors than TEPIX (1.55). TEPIX is a more actively managed with annual turnover of: 116.00 vs. UOPSX (22.00). TEPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : -4.46 vs. TEPIX (-17.98). TEPIX return over 5 years is better than : 100.04 vs. UOPSX (69.73).
| TEPIX | UOPSX | TEPIX / UOPSX | |
| Total Expense Ratio | 1.55 | 2.53 | 61% |
| Annual Report Gross Expense Ratio | 1.55 | 2.53 | 61% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | -25.917 | -28.575 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47M | 738M | 6% |
| Annual Yield % from dividends | 0.32 | 0.00 | 6,978% |
| Returns for 1 year | -17.98 | -4.46 | 403% |
| Returns for 3 years | 7.38 | 10.29 | 72% |
| Returns for 5 years | 100.04 | 69.73 | 143% |
| Returns for 10 years | 423.29 | 319.34 | 133% |
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