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BKMIX vs FTAAX
BKMIX vs FTAAX Comparison
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BKMIX vs FTAAX Comparison Chart in %
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BKMIX vs. FTAAX 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 FTAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. FTAAX (2.26B). BKMIX pays higher dividends than FTAAX: BKMIX (6.00) vs FTAAX (2.45). BKMIX was incepted earlier than FTAAX: BKMIX (9 years) vs FTAAX (19 years). FTAAX (0.80) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. FTAAX (24.00). FTAAX has a lower initial minimum investment than BKMIX: FTAAX (0) vs BKMIX (5000000). FTAAX annual gain was more profitable for investors over the last year : 11.72 vs. BKMIX (9.25). BKMIX return over 5 years is better than : 22.51 vs. FTAAX (17.82).
| BKMIX | FTAAX | BKMIX / FTAAX | |
| Total Expense Ratio | 0.52 | 0.77 | 68% |
| Annual Report Gross Expense Ratio | 0.62 | 0.80 | 77% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 4.419 | 5.693 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 10.5B | 2.26B | 464% |
| Annual Yield % from dividends | 6.00 | 2.45 | 245% |
| Returns for 1 year | 9.25 | 11.72 | 79% |
| Returns for 3 years | 31.19 | 28.67 | 109% |
| Returns for 5 years | 22.51 | 17.82 | 126% |
| Returns for 10 years | N/A | 51.39 | - |
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