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BKMBX vs JAARX
BKMBX vs JAARX Comparison Chart in %
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BKMBX vs. JAARX commentary
Nov 20, 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 JAARX is a Hold.
FUNDAMENTALS
Fundamentals
BKMBX has more cash in the bank: 8.03B vs. JAARX (989M). BKMBX pays higher dividends than JAARX: BKMBX (4.06) vs JAARX (1.49). BKMBX was incepted earlier than JAARX: BKMBX (5 years) vs JAARX (14 years). JAARX (1.44) is less costly to investors than BKMBX (0.82). BKMBX is a more actively managed with annual turnover of: 242.00 vs. JAARX (24.00). JAARX has a lower initial minimum investment than BKMBX: JAARX (1000000) vs BKMBX (5000000). JAARX annual gain was more profitable for investors over the last year : 5.72 vs. BKMBX (3.30). JAARX return over 5 years is better than : 22.98 vs. BKMBX (21.35).
| BKMBX | JAARX | BKMBX / JAARX | |
| Total Expense Ratio | 0.82 | 1.26 | 65% |
| Annual Report Gross Expense Ratio | 0.82 | 1.44 | 57% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 3.964 | 5.531 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.03B | 989M | 812% |
| Annual Yield % from dividends | 4.06 | 1.49 | 273% |
| Returns for 1 year | 3.30 | 5.72 | 58% |
| Returns for 3 years | 19.63 | 19.31 | 102% |
| Returns for 5 years | 21.35 | 22.98 | 93% |
| Returns for 10 years | N/A | 44.53 | - |
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