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BKMIX vs CAPAX
BKMIX vs CAPAX Comparison
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BKMIX vs CAPAX Comparison Chart in %
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BKMIX vs. CAPAX 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 BKMIX is a StrongBuy and CAPAX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. CAPAX (678M). BKMIX pays higher dividends than CAPAX: BKMIX (5.96) vs CAPAX (3.52). BKMIX was incepted earlier than CAPAX: BKMIX (9 years) vs CAPAX (38 years). CAPAX (1.12) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. CAPAX (27.00). CAPAX has a lower initial minimum investment than BKMIX: CAPAX (1500) vs BKMIX (5000000). CAPAX annual gain was more profitable for investors over the last year : 15.82 vs. BKMIX (10.10). CAPAX return over 5 years is better than : 27.62 vs. BKMIX (22.32).
| BKMIX | CAPAX | BKMIX / CAPAX | |
| Total Expense Ratio | 0.52 | 0.90 | 58% |
| Annual Report Gross Expense Ratio | 0.62 | 1.12 | 55% |
| Fund Existence | 9 years | 38 years | - |
| Gain YTD | 3.580 | 4.907 | 73% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.5B | 678M | 1,549% |
| Annual Yield % from dividends | 5.96 | 3.52 | 169% |
| Returns for 1 year | 10.10 | 15.82 | 64% |
| Returns for 3 years | 32.46 | 39.72 | 82% |
| Returns for 5 years | 22.32 | 27.62 | 81% |
| Returns for 10 years | N/A | 78.94 | - |
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