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BKPIX vs UOPSX
BKPIX vs UOPSX Comparison Chart
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BKPIX vs. UOPSX commentary
Apr 03, 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 Buy and UOPSX is a Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 840M vs. BKPIX (8.49M). BKPIX pays higher dividends than UOPSX: BKPIX (0.81) vs UOPSX (0.00). BKPIX was incepted earlier than UOPSX: BKPIX (24 years) vs UOPSX (27 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. BKPIX annual gain was more profitable for investors over the last year : 21.30 vs. UOPSX (3.07). UOPSX return over 5 years is better than : 169.35 vs. BKPIX (156.14).
| 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 | 27 years | - |
| Gain YTD | -7.705 | -16.914 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.49M | 840M | 1% |
| Annual Yield % from dividends | 0.81 | 0.00 | 17,370% |
| Returns for 1 year | 21.30 | 3.07 | 694% |
| Returns for 3 years | 3.81 | 11.91 | 32% |
| Returns for 5 years | 156.14 | 169.35 | 92% |
| Returns for 10 years | 90.17 | 409.84 | 22% |
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