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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
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. FMUAX (1.46B). BKMIX pays higher dividends than FMUAX: BKMIX (6.00) vs FMUAX (1.74). 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 : 14.97 vs. BKMIX (9.25). FMUAX return over 5 years is better than : 24.93 vs. BKMIX (22.51).
| 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 | 4.419 | 7.186 | 61% |
| 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 | 719% |
| Annual Yield % from dividends | 6.00 | 1.74 | 345% |
| Returns for 1 year | 9.25 | 14.97 | 62% |
| Returns for 3 years | 31.19 | 33.44 | 93% |
| Returns for 5 years | 22.51 | 24.93 | 90% |
| Returns for 10 years | N/A | 58.11 | - |
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