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BKPSX vs UOPSX
BKPSX vs UOPSX Comparison Chart in %
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BKPSX vs. UOPSX commentary
Nov 25, 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 Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.57B vs. BKPSX (7.81M). BKPSX pays higher dividends than UOPSX: BKPSX (0.30) 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: 184.00 vs. UOPSX (52.00). BKPSX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 16.86 vs. BKPSX (-12.90). BKPSX (55.84) and UOPSX (53.60) have equivalent 5 years return.
| 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 | 1.897 | 15.480 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.81M | 1.57B | 0% |
| Annual Yield % from dividends | 0.30 | 0.00 | - |
| Returns for 1 year | -12.90 | 16.86 | -77% |
| Returns for 3 years | 25.83 | 174.54 | 15% |
| Returns for 5 years | 55.84 | 53.60 | 104% |
| Returns for 10 years | 75.77 | 519.68 | 15% |
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