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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
Jun 23, 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 (260M). BKMIX pays higher dividends than BERIX: BKMIX (5.96) vs BERIX (3.47). 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 (10.14) and BKMIX (10.10) have marching annual gain over last year. BKMIX (22.52) and BERIX (22.45) 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 | 2.361 | 3.483 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 260M | 10.5B | 2% |
| Annual Yield % from dividends | 3.47 | 5.96 | 58% |
| Returns for 1 year | 10.14 | 10.10 | 100% |
| Returns for 3 years | 29.48 | 32.48 | 91% |
| Returns for 5 years | 22.45 | 22.52 | 100% |
| Returns for 10 years | 48.11 | N/A | - |
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