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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
Aug 03, 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: 10.4B vs. CAPAX (669M). BKMIX pays higher dividends than CAPAX: BKMIX (6.06) vs CAPAX (3.45). BKMIX was incepted earlier than CAPAX: BKMIX (10 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 : 11.20 vs. BKMIX (8.78). CAPAX return over 5 years is better than : 28.46 vs. BKMIX (22.66).
| BKMIX | CAPAX | BKMIX / CAPAX | |
| Total Expense Ratio | 0.52 | 0.90 | 58% |
| Annual Report Gross Expense Ratio | 0.62 | 1.12 | 55% |
| Fund Existence | 10 years | 38 years | - |
| Gain YTD | 4.464 | 5.365 | 83% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.4B | 669M | 1,555% |
| Annual Yield % from dividends | 6.06 | 3.45 | 176% |
| Returns for 1 year | 8.78 | 11.20 | 78% |
| Returns for 3 years | 30.75 | 36.27 | 85% |
| Returns for 5 years | 22.66 | 28.46 | 80% |
| Returns for 10 years | N/A | 76.03 | - |
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