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BKPSX vs UOPSX
BKPSX vs UOPSX Comparison Chart in %
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BKPSX vs. UOPSX commentary
Dec 04, 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: 1.74B vs. BKPSX (8.06M). BKPSX pays higher dividends than UOPSX: BKPSX (0.29) 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 : 24.87 vs. BKPSX (-4.84). BKPSX (63.19) and UOPSX (60.95) 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 | 8.764 | 28.499 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.06M | 1.74B | 0% |
| Annual Yield % from dividends | 0.29 | 0.00 | - |
| Returns for 1 year | -4.84 | 24.87 | -19% |
| Returns for 3 years | 38.21 | 194.48 | 20% |
| Returns for 5 years | 63.19 | 60.95 | 104% |
| Returns for 10 years | 85.04 | 580.50 | 15% |
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