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BKMBX vs WRPIX
BKMBX vs WRPIX Comparison Chart
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BKMBX vs. WRPIX commentary
May 23, 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 WRPIX is a Hold.
FUNDAMENTALS
Fundamentals
BKMBX has more cash in the bank: 7.68B vs. WRPIX (101M). BKMBX pays higher dividends than WRPIX: BKMBX (4.05) vs WRPIX (3.37). BKMBX was incepted earlier than WRPIX: BKMBX (5 years) vs WRPIX (6 years). WRPIX (1.51) is less costly to investors than BKMBX (0.82). BKMBX is a more actively managed with annual turnover of: 242.00 vs. WRPIX (0.00). WRPIX has a lower initial minimum investment than BKMBX: WRPIX (1000000) vs BKMBX (5000000). BKMBX annual gain was more profitable for investors over the last year : 6.76 vs. WRPIX (2.80).
| BKMBX | WRPIX | BKMBX / WRPIX | |
| Total Expense Ratio | 0.82 | 0.74 | 111% |
| Annual Report Gross Expense Ratio | 0.82 | 1.51 | 54% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 2.874 | -3.257 | -88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.68B | 101M | 7,605% |
| Annual Yield % from dividends | 4.05 | 3.37 | 120% |
| Returns for 1 year | 6.76 | 2.80 | 241% |
| Returns for 3 years | 16.84 | 8.34 | 202% |
| Returns for 5 years | N/A | 17.23 | - |
| Returns for 10 years | N/A | N/A | - |
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