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BIICX vs CAPFX
BIICX vs CAPFX Comparison
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BIICX vs CAPFX Comparison Chart in %
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BIICX vs. CAPFX commentary
Aug 03, 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 BIICX is a StrongBuy and CAPFX is a Buy.
FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.4B vs. CAPFX (669M). BIICX pays higher dividends than CAPFX: BIICX (6.01) vs CAPFX (3.44). BIICX was incepted earlier than CAPFX: BIICX (18 years) vs CAPFX (30 years). CAPFX (1.12) is less costly to investors than BIICX (0.68). BIICX is a more actively managed with annual turnover of: 99.00 vs. CAPFX (27.00). CAPFX has a lower initial minimum investment than BIICX: CAPFX (1500) vs BIICX (2000000). CAPFX annual gain was more profitable for investors over the last year : 11.21 vs. BIICX (8.72). CAPFX return over 5 years is better than : 28.44 vs. BIICX (22.26).
| BIICX | CAPFX | BIICX / CAPFX | |
| Total Expense Ratio | 0.57 | 0.91 | 63% |
| Annual Report Gross Expense Ratio | 0.68 | 1.12 | 61% |
| Fund Existence | 18 years | 30 years | - |
| Gain YTD | 4.334 | 5.366 | 81% |
| Front Load | N/A | 1% | - |
| Min. Initial Investment | 2000000 | 1500 | 133,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.4B | 669M | 1,555% |
| Annual Yield % from dividends | 6.01 | 3.44 | 175% |
| Returns for 1 year | 8.72 | 11.21 | 78% |
| Returns for 3 years | 30.42 | 36.28 | 84% |
| Returns for 5 years | 22.26 | 28.44 | 78% |
| Returns for 10 years | 67.16 | 75.98 | 88% |
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