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BERIX vs BKMIX
BERIX vs BKMIX Comparison
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BERIX vs BKMIX Comparison Chart in %
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BERIX vs. BKMIX commentary
Jul 14, 2026
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 BERIX is a Hold and BKMIX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. BERIX (259M). BKMIX pays higher dividends than BERIX: BKMIX (6.00) vs BERIX (4.16). BERIX was incepted earlier than BKMIX: BERIX (39 years) vs BKMIX (9 years). BKMIX (0.62) is less costly to investors than BERIX (0.58). BKMIX is a more actively managed with annual turnover of: 99.00 vs. BERIX (49.00). BERIX has a lower initial minimum investment than BKMIX: BERIX (1000) vs BKMIX (5000000). BERIX annual gain was more profitable for investors over the last year : 9.79 vs. BKMIX (9.25). BKMIX (22.51) and BERIX (21.82) have equivalent 5 years return.
| BERIX | BKMIX | BERIX / BKMIX | |
| Total Expense Ratio | 0.55 | 0.52 | 106% |
| Annual Report Gross Expense Ratio | 0.58 | 0.62 | 94% |
| Fund Existence | 39 years | 9 years | - |
| Gain YTD | 2.508 | 4.419 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 259M | 10.5B | 2% |
| Annual Yield % from dividends | 4.16 | 6.00 | 69% |
| Returns for 1 year | 9.79 | 9.25 | 106% |
| Returns for 3 years | 27.78 | 31.19 | 89% |
| Returns for 5 years | 21.82 | 22.51 | 97% |
| Returns for 10 years | 43.73 | N/A | - |
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