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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
Jul 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 Hold and CAPSX is a Hold.
FUNDAMENTALS
Fundamentals
BIICX has more cash in the bank: 10.5B vs. CAPSX (671M). BIICX pays higher dividends than CAPSX: BIICX (5.95) vs CAPSX (3.70). 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 : 12.62 vs. BIICX (8.67). CAPSX return over 5 years is better than : 29.33 vs. BIICX (22.22).
| 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 | 4.293 | 5.486 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 671M | 1,565% |
| Annual Yield % from dividends | 5.95 | 3.70 | 161% |
| Returns for 1 year | 8.67 | 12.62 | 69% |
| Returns for 3 years | 31.93 | 39.15 | 82% |
| Returns for 5 years | 22.22 | 29.33 | 76% |
| Returns for 10 years | 69.78 | 81.78 | 85% |
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