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BKMIX vs CAPRX
BKMIX vs CAPRX Comparison
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BKMIX vs CAPRX Comparison Chart in %
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BKMIX vs. CAPRX 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 CAPRX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. CAPRX (669M). BKMIX pays higher dividends than CAPRX: BKMIX (6.06) vs CAPRX (3.31). BKMIX was incepted earlier than CAPRX: BKMIX (10 years) vs CAPRX (13 years). CAPRX (1.39) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. CAPRX (27.00). CAPRX has a lower initial minimum investment than BKMIX: CAPRX (0) vs BKMIX (5000000). CAPRX annual gain was more profitable for investors over the last year : 11.02 vs. BKMIX (8.78). CAPRX return over 5 years is better than : 27.79 vs. BKMIX (22.66).
| BKMIX | CAPRX | BKMIX / CAPRX | |
| Total Expense Ratio | 0.52 | 1.15 | 45% |
| Annual Report Gross Expense Ratio | 0.62 | 1.39 | 45% |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 4.464 | 5.257 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 669M | 1,555% |
| Annual Yield % from dividends | 6.06 | 3.31 | 183% |
| Returns for 1 year | 8.78 | 11.02 | 80% |
| Returns for 3 years | 30.75 | 35.79 | 86% |
| Returns for 5 years | 22.66 | 27.79 | 82% |
| Returns for 10 years | N/A | 73.89 | - |
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