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TEPSX vs UOPSX
TEPSX vs UOPSX Comparison Chart
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TEPSX vs. UOPSX commentary
Apr 29, 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: 814M vs. TEPSX (51.7M). 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 : 5.36 vs. TEPSX (-12.78). TEPSX return over 5 years is better than : 93.14 vs. UOPSX (86.13).
| 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 | -17.922 | -19.465 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.7M | 814M | 6% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -12.78 | 5.36 | -238% |
| Returns for 3 years | 23.06 | 46.79 | 49% |
| Returns for 5 years | 93.14 | 86.13 | 108% |
| Returns for 10 years | 383.89 | 360.76 | 106% |
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