BKMIX
Price
$10.70
Change
+$0.02 (+0.19%)
Updated
Jun 2 closing price
Net Assets
10.54B
CAPCX
Price
$9.75
Change
+$0.05 (+0.52%)
Updated
Jun 2 closing price
Net Assets
677.56M
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BKMIX vs CAPCX

Header iconBKMIX vs CAPCX Comparison
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BKMIX vs CAPCX Comparison Chart in %
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BKMIX vs. CAPCX 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 CAPCX is a Buy.

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FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. CAPCX (678M). BKMIX pays higher dividends than CAPCX: BKMIX (5.96) vs CAPCX (2.72). BKMIX was incepted earlier than CAPCX: BKMIX (9 years) vs CAPCX (33 years). CAPCX (1.87) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. CAPCX (27.00). CAPCX has a lower initial minimum investment than BKMIX: CAPCX (1500) vs BKMIX (5000000). CAPCX annual gain was more profitable for investors over the last year : 14.84 vs. BKMIX (10.10). CAPCX (22.53) and BKMIX (22.32) have equivalent 5 years return.
BKMIXCAPCXBKMIX / CAPCX
Total Expense Ratio0.521.7430%
Annual Report Gross Expense Ratio0.621.8733%
Fund Existence9 years33 years-
Gain YTD3.5804.53979%
Front LoadN/AN/A-
Min. Initial Investment50000001500333,333%
Min. Initial Investment IRAN/A250-
Net Assets10.5B678M1,549%
Annual Yield % from dividends5.962.72219%
Returns for 1 year10.1014.8468%
Returns for 3 years32.4636.2690%
Returns for 5 years22.3222.5399%
Returns for 10 yearsN/A66.03-
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