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BKPSX vs UOPSX
BKPSX vs UOPSX Comparison Chart in %
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BKPSX vs. UOPSX commentary
Aug 17, 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 Buy and UOPSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.24B vs. BKPSX (8.16M). BKPSX pays higher dividends than UOPSX: BKPSX (0.31) vs UOPSX (0.00). BKPSX was incepted earlier than UOPSX: BKPSX (24 years) vs UOPSX (28 years). BKPSX (2.92) is less costly to investors than UOPSX (2.53). BKPSX is a more actively managed with annual turnover of: 163.00 vs. UOPSX (22.00). BKPSX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 30.81 vs. BKPSX (17.56). BKPSX return over 5 years is better than : 96.76 vs. UOPSX (78.60).
| BKPSX | UOPSX | BKPSX / UOPSX | |
| Total Expense Ratio | 2.78 | 2.53 | 110% |
| Annual Report Gross Expense Ratio | 2.92 | 2.53 | 115% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 3.370 | 16.914 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.16M | 1.24B | 1% |
| Annual Yield % from dividends | 0.31 | 0.00 | - |
| Returns for 1 year | 17.56 | 30.81 | 57% |
| Returns for 3 years | 24.41 | 98.15 | 25% |
| Returns for 5 years | 96.76 | 78.60 | 123% |
| Returns for 10 years | 70.50 | 554.02 | 13% |
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