BKMIX
Price
$10.62
Change
-$0.03 (-0.28%)
Updated
Jun 23 closing price
Net Assets
10.48B
FMUAX
Price
$16.62
Change
-$0.10 (-0.60%)
Updated
Jun 23 closing price
Net Assets
1.46B
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BKMIX vs FMUAX

BKMIX vs FMUAX Comparison Chart in %
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BKMIX vs. FMUAX commentary
Jun 24, 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 FMUAX is a StrongBuy.

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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 : 16.41 vs. BKMIX (9.37). FMUAX return over 5 years is better than : 24.53 vs. BKMIX (21.86).
BKMIXFMUAXBKMIX / FMUAX
Total Expense Ratio0.520.9953%
Annual Report Gross Expense Ratio0.621.0957%
Fund Existence9 years23 years-
Gain YTD3.1926.42350%
Front LoadN/A5%-
Min. Initial Investment50000001500333,333%
Min. Initial Investment IRAN/A250-
Net Assets10.5B1.46B722%
Annual Yield % from dividends5.961.72346%
Returns for 1 year9.3716.4157%
Returns for 3 years32.1033.8995%
Returns for 5 years21.8624.5389%
Returns for 10 yearsN/A60.28-
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