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BKPIX vs UOPSX
BKPIX vs UOPSX Comparison Chart in %
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BKPIX vs. UOPSX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.43B vs. BKPIX (7.2M). BKPIX pays higher dividends than UOPSX: BKPIX (0.74) 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: 184.00 vs. UOPSX (52.00). BKPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 25.22 vs. BKPIX (-13.86). BKPIX (67.60) and UOPSX (65.30) have equivalent 5 years return.
| 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 | -3.611 | 21.025 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.2M | 1.43B | 1% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | -13.86 | 25.22 | -55% |
| Returns for 3 years | 25.00 | 191.15 | 13% |
| Returns for 5 years | 67.60 | 65.30 | 104% |
| Returns for 10 years | 81.43 | 547.52 | 15% |