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BKMBX vs CLAAX
BKMBX vs CLAAX Comparison Chart
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BKMBX vs. CLAAX commentary
May 01, 2025
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 BKMBX is a Hold and CLAAX is a Hold.
FUNDAMENTALS
Fundamentals
BKMBX has more cash in the bank: 7.57B vs. CLAAX (503M). CLAAX pays higher dividends than BKMBX: CLAAX (7.94) vs BKMBX (4.07). BKMBX was incepted earlier than CLAAX: BKMBX (5 years) vs CLAAX (10 years). CLAAX (1.47) is less costly to investors than BKMBX (0.82). CLAAX is a more actively managed with annual turnover of: 718.00 vs. BKMBX (242.00). CLAAX has a lower initial minimum investment than BKMBX: CLAAX (2000) vs BKMBX (5000000). BKMBX annual gain was more profitable for investors over the last year : 6.86 vs. CLAAX (3.08).
| BKMBX | CLAAX | BKMBX / CLAAX | |
| Total Expense Ratio | 0.82 | 1.34 | 61% |
| Annual Report Gross Expense Ratio | 0.82 | 1.47 | 56% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 2.874 | 1.564 | 184% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 2000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.57B | 503M | 1,505% |
| Annual Yield % from dividends | 4.07 | 7.94 | 51% |
| Returns for 1 year | 6.86 | 3.08 | 223% |
| Returns for 3 years | 18.00 | 9.89 | 182% |
| Returns for 5 years | N/A | 15.78 | - |
| Returns for 10 years | N/A | -16.40 | - |
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