BKPIX
Price
$75.21
Change
+$1.61 (+2.19%)
Updated
Jun 12 closing price
Net Assets
8.04M
OEPIX
Price
$152.66
Change
+$1.49 (+0.99%)
Updated
Jun 12 closing price
Net Assets
16.32M
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BKPIX vs OEPIX

Header iconBKPIX vs OEPIX Comparison
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BKPIX vs OEPIX Comparison Chart in %
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BKPIX vs. OEPIX commentary
Jun 14, 2026

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 BKPIX is a Buy and OEPIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 16.3M vs. BKPIX (8.04M). BKPIX pays higher dividends than OEPIX: BKPIX (1.35) vs OEPIX (0.50). BKPIX was incepted earlier than OEPIX: BKPIX (25 years) vs OEPIX (20 years). OEPIX (1.74) and BKPIX (1.69) have similar cost to investors . BKPIX is a more actively managed with annual turnover of: 184.00 vs. OEPIX (149.00). BKPIX (15000) and OEPIX (15000) have matching initial minimum investment requirements. OEPIX annual gain was more profitable for investors over the last year : 133.72 vs. BKPIX (34.62). OEPIX return over 5 years is better than : 83.77 vs. BKPIX (25.19).
BKPIXOEPIXBKPIX / OEPIX
Total Expense Ratio1.691.7497%
Annual Report Gross Expense Ratio1.691.7497%
Fund Existence25 years20 years-
Gain YTD13.73180.64117%
Front LoadN/AN/A-
Min. Initial Investment1500015000100%
Min. Initial Investment IRAN/AN/A-
Net Assets8.04M16.3M49%
Annual Yield % from dividends1.350.50270%
Returns for 1 year34.62133.7226%
Returns for 3 years116.6476.03153%
Returns for 5 years25.1983.7730%
Returns for 10 years205.86-60.86-338%
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