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BKMIX vs CAPSX
BKMIX vs CAPSX Comparison
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BKMIX vs CAPSX Comparison Chart in %
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BKMIX vs. CAPSX commentary
Jul 25, 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 CAPSX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. CAPSX (666M). BKMIX pays higher dividends than CAPSX: BKMIX (6.00) vs CAPSX (3.70). BKMIX was incepted earlier than CAPSX: BKMIX (9 years) vs CAPSX (14 years). CAPSX (0.88) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. CAPSX (27.00). CAPSX has a lower initial minimum investment than BKMIX: CAPSX (1000000) vs BKMIX (5000000). CAPSX annual gain was more profitable for investors over the last year : 10.88 vs. BKMIX (7.60). CAPSX return over 5 years is better than : 29.68 vs. BKMIX (21.59).
| BKMIX | CAPSX | BKMIX / CAPSX | |
| Total Expense Ratio | 0.52 | 0.65 | 80% |
| Annual Report Gross Expense Ratio | 0.62 | 0.88 | 70% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 3.540 | 5.187 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 666M | 1,562% |
| Annual Yield % from dividends | 6.00 | 3.70 | 162% |
| Returns for 1 year | 7.60 | 10.88 | 70% |
| Returns for 3 years | 29.69 | 36.65 | 81% |
| Returns for 5 years | 21.59 | 29.68 | 73% |
| Returns for 10 years | N/A | 78.58 | - |
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