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BKPIX vs UOPSX
BKPIX vs UOPSX Comparison Chart in %
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BKPIX vs. UOPSX commentary
Jul 27, 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 BKPIX is a Buy and UOPSX is a Buy.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.2B vs. BKPIX (7.96M). BKPIX pays higher dividends than UOPSX: BKPIX (0.76) vs UOPSX (0.00). BKPIX was incepted earlier than UOPSX: BKPIX (24 years) vs UOPSX (28 years). UOPSX (2.53) is less costly to investors than BKPIX (1.92). BKPIX is a more actively managed with annual turnover of: 163.00 vs. UOPSX (22.00). BKPIX (15000) and UOPSX (15000) have matching initial minimum investment requirements. UOPSX annual gain was more profitable for investors over the last year : 34.25 vs. BKPIX (7.64). BKPIX return over 5 years is better than : 120.44 vs. UOPSX (95.42).
| BKPIX | UOPSX | BKPIX / UOPSX | |
| Total Expense Ratio | 1.78 | 2.53 | 70% |
| Annual Report Gross Expense Ratio | 1.92 | 2.53 | 76% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 4.194 | 13.146 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.96M | 1.2B | 1% |
| Annual Yield % from dividends | 0.76 | 0.00 | 21,459% |
| Returns for 1 year | 7.64 | 34.25 | 22% |
| Returns for 3 years | 47.09 | 142.38 | 33% |
| Returns for 5 years | 120.44 | 95.42 | 126% |
| Returns for 10 years | 89.16 | 528.40 | 17% |
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