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BKPSX vs OEPIX
BKPSX vs OEPIX Comparison Chart
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BKPSX vs. OEPIX commentary
Dec 22, 2024
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
BKPSX has more cash in the bank: 33.7M vs. OEPIX (10.4M). BKPSX pays higher dividends than OEPIX: BKPSX (0.28) vs OEPIX (0.00). BKPSX was incepted earlier than OEPIX: BKPSX (23 years) vs OEPIX (19 years). OEPIX is a more actively managed with annual turnover of: 255.00 vs. BKPSX (150.00). BKPSX (15000) and OEPIX (15000) have matching initial minimum investment requirements. BKPSX annual gain was more profitable for investors over the last year : 28.52 vs. OEPIX (-22.66). BKPSX return over 5 years is better than : -0.70 vs. OEPIX (-45.13).
| BKPSX | OEPIX | BKPSX / OEPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 27.583 | -21.367 | -129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.7M | 10.4M | 324% |
| Annual Yield % from dividends | 0.28 | 0.00 | - |
| Returns for 1 year | 28.52 | -22.66 | -126% |
| Returns for 3 years | -2.81 | 42.02 | -7% |
| Returns for 5 years | -0.70 | -45.13 | 2% |
| Returns for 10 years | 75.38 | -87.45 | -86% |
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