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BKPSX vs OEPIX
BKPSX vs OEPIX Comparison Chart
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BKPSX vs. OEPIX commentary
Apr 05, 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 BKPSX is a Hold and OEPIX is a Hold.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 10.7M vs. BKPSX (9.92M). OEPIX pays higher dividends than BKPSX: OEPIX (0.62) vs BKPSX (0.33). BKPSX was incepted earlier than OEPIX: BKPSX (24 years) vs OEPIX (19 years). BKPSX (2.92) is less costly to investors than OEPIX (1.72). OEPIX is a more actively managed with annual turnover of: 217.00 vs. BKPSX (163.00). BKPSX (15000) and OEPIX (15000) have matching initial minimum investment requirements. BKPSX annual gain was more profitable for investors over the last year : 22.98 vs. OEPIX (-38.79). OEPIX return over 5 years is better than : 263.68 vs. BKPSX (148.99).
| BKPSX | OEPIX | BKPSX / OEPIX | |
| Total Expense Ratio | 2.78 | 1.72 | 162% |
| Annual Report Gross Expense Ratio | 2.92 | 1.72 | 170% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | -5.837 | -12.019 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.92M | 10.7M | 93% |
| Annual Yield % from dividends | 0.33 | 0.62 | 53% |
| Returns for 1 year | 22.98 | -38.79 | -59% |
| Returns for 3 years | 3.05 | -26.88 | -11% |
| Returns for 5 years | 148.99 | 263.68 | 57% |
| Returns for 10 years | 76.77 | -87.97 | -87% |
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