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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
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 CAPRX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. CAPRX (677M). BKMIX pays higher dividends than CAPRX: BKMIX (5.96) vs CAPRX (3.41). BKMIX was incepted earlier than CAPRX: BKMIX (9 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 : 15.07 vs. BKMIX (9.37). CAPRX return over 5 years is better than : 28.50 vs. BKMIX (21.86).
| BKMIX | CAPRX | BKMIX / CAPRX | |
| Total Expense Ratio | 0.52 | 1.15 | 45% |
| Annual Report Gross Expense Ratio | 0.62 | 1.39 | 45% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 3.192 | 5.276 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 677M | 1,551% |
| Annual Yield % from dividends | 5.96 | 3.41 | 175% |
| Returns for 1 year | 9.37 | 15.07 | 62% |
| Returns for 3 years | 32.10 | 39.11 | 82% |
| Returns for 5 years | 21.86 | 28.50 | 77% |
| Returns for 10 years | N/A | 78.34 | - |
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