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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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. CAPRX (675M). BKMIX pays higher dividends than CAPRX: BKMIX (6.00) vs CAPRX (3.34). 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 : 12.53 vs. BKMIX (9.25). CAPRX return over 5 years is better than : 28.32 vs. BKMIX (22.51).
| 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 | 4.419 | 5.709 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 675M | 1,556% |
| Annual Yield % from dividends | 6.00 | 3.34 | 180% |
| Returns for 1 year | 9.25 | 12.53 | 74% |
| Returns for 3 years | 31.19 | 37.38 | 83% |
| Returns for 5 years | 22.51 | 28.32 | 79% |
| Returns for 10 years | N/A | 73.77 | - |
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