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BKMIX vs CAPFX
BKMIX vs CAPFX Comparison
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BKMIX vs CAPFX Comparison Chart in %
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BKMIX vs. CAPFX commentary
Aug 26, 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 CAPFX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. CAPFX (676M). BKMIX pays higher dividends than CAPFX: BKMIX (6.06) vs CAPFX (3.44). BKMIX was incepted earlier than CAPFX: BKMIX (10 years) vs CAPFX (30 years). CAPFX (1.12) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. CAPFX (27.00). CAPFX has a lower initial minimum investment than BKMIX: CAPFX (1500) vs BKMIX (5000000). CAPFX annual gain was more profitable for investors over the last year : 11.60 vs. BKMIX (8.65). CAPFX return over 5 years is better than : 30.30 vs. BKMIX (23.50).
| BKMIX | CAPFX | BKMIX / CAPFX | |
| Total Expense Ratio | 0.52 | 0.91 | 57% |
| Annual Report Gross Expense Ratio | 0.62 | 1.12 | 55% |
| Fund Existence | 10 years | 30 years | - |
| Gain YTD | 5.544 | 7.465 | 74% |
| Front Load | N/A | 1% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.5B | 676M | 1,553% |
| Annual Yield % from dividends | 6.06 | 3.44 | 176% |
| Returns for 1 year | 8.65 | 11.60 | 75% |
| Returns for 3 years | 34.86 | 41.95 | 83% |
| Returns for 5 years | 23.50 | 30.30 | 78% |
| Returns for 10 years | N/A | 78.17 | - |
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