Interact to see
Advertisement
Advertisement
BKMIX vs CAPSX
BKMIX vs CAPSX Comparison
Open Charts BKMIX vs CAPSX
BKMIX vs CAPSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BKMIX vs. CAPSX commentary
Jul 04, 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: 10.5B vs. CAPSX (671M). 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 : 12.62 vs. BKMIX (8.73). CAPSX return over 5 years is better than : 29.33 vs. BKMIX (22.50).
| 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 | 4.321 | 5.486 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 671M | 1,565% |
| Annual Yield % from dividends | 6.00 | 3.70 | 162% |
| Returns for 1 year | 8.73 | 12.62 | 69% |
| Returns for 3 years | 32.01 | 39.15 | 82% |
| Returns for 5 years | 22.50 | 29.33 | 77% |
| Returns for 10 years | N/A | 81.78 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement