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TEPIX vs UOPSX
TEPIX vs UOPSX Comparison Chart
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TEPIX vs. UOPSX commentary
Mar 11, 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 UOPSX is a Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 942M vs. TEPIX (75.8M). TEPIX pays higher dividends than UOPSX: TEPIX (0.29) 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 : 9.59 vs. TEPIX (-8.92). TEPIX return over 5 years is better than : 140.93 vs. UOPSX (112.68).
| 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 | -10.016 | -9.364 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.8M | 942M | 8% |
| Annual Yield % from dividends | 0.29 | 0.00 | 7,324% |
| Returns for 1 year | -8.92 | 9.59 | -93% |
| Returns for 3 years | 33.90 | 51.85 | 65% |
| Returns for 5 years | 140.93 | 112.68 | 125% |
| Returns for 10 years | 550.01 | 451.02 | 122% |
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