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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
Sep 10, 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 (262M). BKMIX pays higher dividends than BERIX: BKMIX (6.11) vs BERIX (4.83). BERIX was incepted earlier than BKMIX: BERIX (39 years) vs BKMIX (10 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 : 8.81 vs. BKMIX (7.20). BERIX (23.64) and BKMIX (22.52) 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 | 10 years | - |
| Gain YTD | 4.582 | 5.321 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 262M | 10.5B | 2% |
| Annual Yield % from dividends | 4.83 | 6.11 | 79% |
| Returns for 1 year | 8.81 | 7.20 | 122% |
| Returns for 3 years | 32.53 | 33.85 | 96% |
| Returns for 5 years | 23.64 | 22.52 | 105% |
| Returns for 10 years | 45.57 | N/A | - |
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