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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 24, 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 Hold and CAPAX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. CAPAX (677M). 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 : 14.59 vs. BKMIX (9.37). CAPAX return over 5 years is better than : 28.44 vs. BKMIX (21.86).
| 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 | 3.192 | 5.231 | 61% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.5B | 677M | 1,551% |
| Annual Yield % from dividends | 5.96 | 3.52 | 169% |
| Returns for 1 year | 9.37 | 14.59 | 64% |
| Returns for 3 years | 32.10 | 39.25 | 82% |
| Returns for 5 years | 21.86 | 28.44 | 77% |
| Returns for 10 years | N/A | 80.33 | - |
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