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BKMIX vs FMUAX
BKMIX vs FMUAX Comparison
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BKMIX vs FMUAX Comparison Chart in %
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BKMIX vs. FMUAX commentary
Jun 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 StrongBuy and FMUAX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. FMUAX (1.46B). BKMIX pays higher dividends than FMUAX: BKMIX (5.96) vs FMUAX (1.72). BKMIX was incepted earlier than FMUAX: BKMIX (9 years) vs FMUAX (23 years). FMUAX (1.09) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. FMUAX (31.00). FMUAX has a lower initial minimum investment than BKMIX: FMUAX (1500) vs BKMIX (5000000). FMUAX annual gain was more profitable for investors over the last year : 17.10 vs. BKMIX (10.62). FMUAX (23.46) and BKMIX (22.99) have equivalent 5 years return.
| BKMIX | FMUAX | BKMIX / FMUAX | |
| Total Expense Ratio | 0.52 | 0.99 | 53% |
| Annual Report Gross Expense Ratio | 0.62 | 1.09 | 57% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 3.969 | 5.788 | 69% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.5B | 1.46B | 721% |
| Annual Yield % from dividends | 5.96 | 1.72 | 346% |
| Returns for 1 year | 10.62 | 17.10 | 62% |
| Returns for 3 years | 32.96 | 34.23 | 96% |
| Returns for 5 years | 22.99 | 23.46 | 98% |
| Returns for 10 years | N/A | 59.58 | - |
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