Ad is loading...
TEPSX vs UOPSX
TEPSX vs UOPSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TEPSX vs. UOPSX commentary
Mar 04, 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 Hold and UOPSX is a Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.01B vs. TEPSX (79.6M). TEPSX (0.00) and UOPSX (0.00) have matching dividends . TEPSX was incepted earlier than UOPSX: TEPSX (25 years) vs UOPSX (27 years). TEPSX is a more actively managed with annual turnover of: 139.00 vs. UOPSX (60.00). TEPSX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 17.16 vs. TEPSX (-8.17). TEPSX (110.67) and UOPSX (106.81) have equivalent 5 years return.
| TEPSX | UOPSX | TEPSX / UOPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | -5.612 | -2.880 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.6M | 1.01B | 8% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.17 | 17.16 | -48% |
| Returns for 3 years | 24.13 | 49.26 | 49% |
| Returns for 5 years | 110.67 | 106.81 | 104% |
| Returns for 10 years | 468.80 | 471.55 | 99% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DFWIX | 13.61 | 0.01 | +0.07% |
| DFA World ex US Core Equity Instl | |||
| TFESX | 11.50 | N/A | N/A |
| Templeton Instl Intl Eq Ser Service | |||
| FUGCX | 43.67 | N/A | N/A |
| Fidelity Advisor Utilities C | |||
| GRHIX | 12.25 | N/A | N/A |
| Goehring & Rozencwajg Resources Instl | |||
| FBAFX | 34.92 | -0.33 | -0.94% |
| American Funds American Balanced 529-F-2 | |||