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BKPIX vs UOPSX
BKPIX vs UOPSX Comparison Chart in %
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BKPIX vs. UOPSX commentary
Aug 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 BKPIX is a Hold and UOPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.16B vs. BKPIX (7.61M). BKPIX pays higher dividends than UOPSX: BKPIX (0.75) vs UOPSX (0.00). BKPIX was incepted earlier than UOPSX: BKPIX (24 years) vs UOPSX (28 years). UOPSX (2.53) is less costly to investors than BKPIX (1.92). BKPIX is a more actively managed with annual turnover of: 163.00 vs. UOPSX (22.00). BKPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 43.02 vs. BKPIX (20.08). BKPIX return over 5 years is better than : 105.10 vs. UOPSX (69.18).
| BKPIX | UOPSX | BKPIX / UOPSX | |
| Total Expense Ratio | 1.78 | 2.53 | 70% |
| Annual Report Gross Expense Ratio | 1.92 | 2.53 | 76% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 0.033 | 10.392 | 0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.61M | 1.16B | 1% |
| Annual Yield % from dividends | 0.75 | 0.00 | - |
| Returns for 1 year | 20.08 | 43.02 | 47% |
| Returns for 3 years | 35.43 | 98.81 | 36% |
| Returns for 5 years | 105.10 | 69.18 | 152% |
| Returns for 10 years | 81.55 | 523.43 | 16% |
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