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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
Sep 11, 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 Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. CAPSX (673M). BKMIX pays higher dividends than CAPSX: BKMIX (6.11) vs CAPSX (3.49). BKMIX was incepted earlier than CAPSX: BKMIX (10 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 : 9.52 vs. BKMIX (6.70). CAPSX return over 5 years is better than : 30.88 vs. BKMIX (22.27).
| BKMIX | CAPSX | BKMIX / CAPSX | |
| Total Expense Ratio | 0.52 | 0.65 | 80% |
| Annual Report Gross Expense Ratio | 0.62 | 0.88 | 70% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 4.926 | 6.653 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 673M | 1,545% |
| Annual Yield % from dividends | 6.11 | 3.49 | 175% |
| Returns for 1 year | 6.70 | 9.52 | 70% |
| Returns for 3 years | 33.20 | 40.73 | 82% |
| Returns for 5 years | 22.27 | 30.88 | 72% |
| Returns for 10 years | N/A | 81.11 | - |
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