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BKPIX vs UOPIX
BKPIX vs UOPIX Comparison Chart
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BKPIX vs. UOPIX commentary
Jan 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 BKPIX is a StrongBuy and UOPIX is a Hold.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.09B vs. BKPIX (27.9M). BKPIX pays higher dividends than UOPIX: BKPIX (1.59) vs UOPIX (0.00). BKPIX was incepted earlier than UOPIX: BKPIX (23 years) vs UOPIX (27 years). BKPIX is a more actively managed with annual turnover of: 150.00 vs. UOPIX (60.00). BKPIX (15000) and UOPIX (15000) have matching initial minimum investment requirements. UOPIX (43.39) and BKPIX (41.37) have marching annual gain over last year. UOPIX return over 5 years is better than : 151.10 vs. BKPIX (20.70).
| BKPIX | UOPIX | BKPIX / UOPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 7.938 | 7.517 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.9M | 1.09B | 3% |
| Annual Yield % from dividends | 1.59 | 0.00 | - |
| Returns for 1 year | 41.37 | 43.39 | 95% |
| Returns for 3 years | 6.42 | 57.59 | 11% |
| Returns for 5 years | 20.70 | 151.10 | 14% |
| Returns for 10 years | 137.75 | 735.10 | 19% |
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