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BKPSX vs UOPIX
BKPSX vs UOPIX Comparison Chart
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BKPSX vs. UOPIX commentary
May 24, 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 StrongBuy and UOPIX is a Buy.
FUNDAMENTALS
Fundamentals
UOPIX has more cash in the bank: 1.03B vs. BKPSX (8.67M). UOPIX pays higher dividends than BKPSX: UOPIX (0.50) vs BKPSX (0.35). BKPSX was incepted earlier than UOPIX: BKPSX (24 years) vs UOPIX (27 years). BKPSX (2.92) is less costly to investors than UOPIX (1.53). BKPSX is a more actively managed with annual turnover of: 163.00 vs. UOPIX (22.00). BKPSX (15000) and UOPIX (15000) have matching initial minimum investment requirements. BKPSX annual gain was more profitable for investors over the last year : 14.13 vs. UOPIX (12.25). UOPIX return over 5 years is better than : 131.06 vs. BKPSX (109.24).
| BKPSX | UOPIX | BKPSX / UOPIX | |
| Total Expense Ratio | 2.78 | 1.53 | 182% |
| Annual Report Gross Expense Ratio | 2.92 | 1.53 | 191% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | -9.262 | -5.492 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.67M | 1.03B | 1% |
| Annual Yield % from dividends | 0.35 | 0.50 | 70% |
| Returns for 1 year | 14.13 | 12.25 | 115% |
| Returns for 3 years | 15.04 | 109.21 | 14% |
| Returns for 5 years | 109.24 | 131.06 | 83% |
| Returns for 10 years | 57.37 | 559.08 | 10% |
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