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BKMIX vs FMUIX
BKMIX vs FMUIX Comparison
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BKMIX vs FMUIX Comparison Chart in %
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BKMIX vs. FMUIX 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 FMUIX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. FMUIX (1.44B). BKMIX pays higher dividends than FMUIX: BKMIX (6.06) vs FMUIX (2.04). BKMIX was incepted earlier than FMUIX: BKMIX (10 years) vs FMUIX (16 years). FMUIX (0.84) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. FMUIX (31.00). FMUIX has a lower initial minimum investment than BKMIX: FMUIX (1000000) vs BKMIX (5000000). FMUIX annual gain was more profitable for investors over the last year : 14.04 vs. BKMIX (8.78). FMUIX return over 5 years is better than : 25.43 vs. BKMIX (22.66).
| BKMIX | FMUIX | BKMIX / FMUIX | |
| Total Expense Ratio | 0.52 | 0.74 | 70% |
| Annual Report Gross Expense Ratio | 0.62 | 0.84 | 74% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 4.464 | 6.543 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 1.44B | 721% |
| Annual Yield % from dividends | 6.06 | 2.04 | 297% |
| Returns for 1 year | 8.78 | 14.04 | 62% |
| Returns for 3 years | 30.75 | 32.55 | 94% |
| Returns for 5 years | 22.66 | 25.43 | 89% |
| Returns for 10 years | N/A | 60.83 | - |
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