Interact to see
Advertisement
Advertisement
TEPSX vs UOPSX
TEPSX vs UOPSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TEPSX vs. UOPSX commentary
May 23, 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 UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.03B vs. TEPSX (56.4M). UOPSX pays higher dividends than TEPSX: UOPSX (0.00) vs TEPSX (0.00). TEPSX was incepted earlier than UOPSX: TEPSX (25 years) vs UOPSX (27 years). TEPSX (2.55) and UOPSX (2.53) have similar cost to investors . TEPSX is a more actively managed with annual turnover of: 116.00 vs. UOPSX (22.00). TEPSX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 11.13 vs. TEPSX (-9.91). TEPSX (102.02) and UOPSX (98.71) have equivalent 5 years return.
| TEPSX | UOPSX | TEPSX / UOPSX | |
| Total Expense Ratio | 2.55 | 2.53 | 101% |
| Annual Report Gross Expense Ratio | 2.55 | 2.53 | 101% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | -5.793 | -5.862 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.4M | 1.03B | 5% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.91 | 11.13 | -89% |
| Returns for 3 years | 55.95 | 98.53 | 57% |
| Returns for 5 years | 102.02 | 98.71 | 103% |
| Returns for 10 years | 446.35 | 426.67 | 105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FDL | 41.38 | N/A | N/A |
| First Trust Morningstar Div Leaders ETF | |||
| PICK | 36.58 | N/A | N/A |
| iShares MSCI Global Mtls&Mng Prdcrs ETF | |||
| SNPG | 44.73 | N/A | N/A |
| Xtrackers S&P 500 Growth Scrd & Scrn ETF | |||
| IVVM | 31.53 | N/A | N/A |
| iShares Large Cap Moderate Buffer ETF | |||
| SHE | 118.87 | -0.27 | -0.23% |
| SPDR® MSCI USA Gender Diversity ETF | |||