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BIICX vs CAPSX
BIICX vs CAPSX Comparison
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BIICX vs CAPSX Comparison Chart in %
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BIICX vs. CAPSX commentary
Jun 04, 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 CAPSX is a Buy.
FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.5B vs. CAPSX (678M). BIICX pays higher dividends than CAPSX: BIICX (5.91) vs CAPSX (3.76). BIICX was incepted earlier than CAPSX: BIICX (18 years) vs CAPSX (14 years). CAPSX (0.88) is less costly to investors than BIICX (0.68). BIICX is a more actively managed with annual turnover of: 99.00 vs. CAPSX (27.00). CAPSX has a lower initial minimum investment than BIICX: CAPSX (1000000) vs BIICX (2000000). CAPSX annual gain was more profitable for investors over the last year : 16.09 vs. BIICX (10.56). CAPSX return over 5 years is better than : 29.34 vs. BIICX (22.59).
| BIICX | CAPSX | BIICX / CAPSX | |
| Total Expense Ratio | 0.57 | 0.65 | 88% |
| Annual Report Gross Expense Ratio | 0.68 | 0.88 | 77% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 3.849 | 5.011 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 678M | 1,549% |
| Annual Yield % from dividends | 5.91 | 3.76 | 157% |
| Returns for 1 year | 10.56 | 16.09 | 66% |
| Returns for 3 years | 32.63 | 40.72 | 80% |
| Returns for 5 years | 22.59 | 29.34 | 77% |
| Returns for 10 years | 69.68 | 83.03 | 84% |
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