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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
Aug 03, 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: 10.4B vs. FMUAX (1.44B). BKMIX pays higher dividends than FMUAX: BKMIX (6.06) vs FMUAX (1.80). BKMIX was incepted earlier than FMUAX: BKMIX (10 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 : 13.82 vs. BKMIX (8.78). FMUAX return over 5 years is better than : 23.86 vs. BKMIX (22.66).
| BKMIX | FMUAX | BKMIX / FMUAX | |
| Total Expense Ratio | 0.52 | 0.99 | 53% |
| Annual Report Gross Expense Ratio | 0.62 | 1.09 | 57% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 4.464 | 6.451 | 69% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 5000000 | 1500 | 333,333% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 10.4B | 1.44B | 721% |
| Annual Yield % from dividends | 6.06 | 1.80 | 337% |
| Returns for 1 year | 8.78 | 13.82 | 63% |
| Returns for 3 years | 30.75 | 31.64 | 97% |
| Returns for 5 years | 22.66 | 23.86 | 95% |
| Returns for 10 years | N/A | 57.74 | - |
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