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BKPSX vs UOPSX
BKPSX vs UOPSX Comparison Chart in %
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BKPSX vs. UOPSX commentary
Aug 20, 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 Hold and UOPSX is a Hold.
FUNDAMENTALS
Fundamentals
UOPSX has more cash in the bank: 1.19B vs. BKPSX (8M). 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 : 30.46 vs. BKPSX (15.70). BKPSX return over 5 years is better than : 110.66 vs. UOPSX (73.66).
| 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 | 3.922 | 16.851 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8M | 1.19B | 1% |
| Annual Yield % from dividends | 0.31 | 0.00 | - |
| Returns for 1 year | 15.70 | 30.46 | 52% |
| Returns for 3 years | 30.90 | 110.01 | 28% |
| Returns for 5 years | 110.66 | 73.66 | 150% |
| Returns for 10 years | 90.96 | 667.95 | 14% |
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