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TEPSX vs UOPSX
TEPSX vs UOPSX Comparison Chart in %
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TEPSX vs. UOPSX commentary
Jul 07, 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 Buy and UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.21B vs. TEPSX (85.4M). UOPSX pays higher dividends than TEPSX: UOPSX (0.00) vs TEPSX (0.00). TEPSX was incepted earlier than UOPSX: TEPSX (25 years) vs UOPSX (28 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 : 12.34 vs. TEPSX (-4.62). TEPSX return over 5 years is better than : 111.60 vs. UOPSX (93.73).
| 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 | 28 years | - |
| Gain YTD | 11.296 | 9.732 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.4M | 1.21B | 7% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.62 | 12.34 | -37% |
| Returns for 3 years | 100.26 | 154.05 | 65% |
| Returns for 5 years | 111.60 | 93.73 | 119% |
| Returns for 10 years | 596.79 | 546.98 | 109% |
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