Interact to see
Advertisement
Advertisement
TEPSX vs UOPSX
TEPSX vs UOPSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
TEPSX vs. UOPSX commentary
Jul 27, 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: 1.2B vs. TEPSX (91.8M). 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 : 34.25 vs. TEPSX (11.65). TEPSX return over 5 years is better than : 117.26 vs. UOPSX (95.42).
| 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 | 14.156 | 13.146 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.8M | 1.2B | 8% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 11.65 | 34.25 | 34% |
| Returns for 3 years | 96.30 | 142.38 | 68% |
| Returns for 5 years | 117.26 | 95.42 | 123% |
| Returns for 10 years | 595.26 | 528.40 | 113% |
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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VYMSX | 19.96 | 0.17 | +0.86% |
| Voya Mid Cap Research Enhanced Index I | |||
| GLCTX | 32.10 | 0.19 | +0.60% |
| Goldman Sachs Large Cap Gr Insghts Inv | |||
| HGOSX | 71.06 | 0.25 | +0.35% |
| Hartford Growth Opportunities R4 | |||
| GCVTX | 24.41 | 0.07 | +0.29% |
| Goldman Sachs Large Cp Val Insghts Inv | |||
| LHCIX | 18.56 | 0.05 | +0.27% |
| Lord Abbett Health Care I | |||