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BKMIX vs JIAIX
BKMIX vs JIAIX Comparison
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BKMIX vs JIAIX Comparison Chart in %
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BKMIX vs. JIAIX 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 JIAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. JIAIX (405M). BKMIX pays higher dividends than JIAIX: BKMIX (6.00) vs JIAIX (5.33). BKMIX was incepted earlier than JIAIX: BKMIX (9 years) vs JIAIX (12 years). JIAIX (0.81) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. JIAIX (63.00). JIAIX has a lower initial minimum investment than BKMIX: JIAIX (250000) vs BKMIX (5000000). JIAIX annual gain was more profitable for investors over the last year : 10.74 vs. BKMIX (9.25). BKMIX (22.51) and JIAIX (22.31) have equivalent 5 years return.
| BKMIX | JIAIX | BKMIX / JIAIX | |
| Total Expense Ratio | 0.52 | 0.68 | 76% |
| Annual Report Gross Expense Ratio | 0.62 | 0.81 | 77% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 4.419 | 5.410 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 405M | 2,593% |
| Annual Yield % from dividends | 6.00 | 5.33 | 113% |
| Returns for 1 year | 9.25 | 10.74 | 86% |
| Returns for 3 years | 31.19 | 37.18 | 84% |
| Returns for 5 years | 22.51 | 22.31 | 101% |
| Returns for 10 years | N/A | 55.36 | - |
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