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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
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 JIAIX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. JIAIX (406M). BKMIX pays higher dividends than JIAIX: BKMIX (5.96) vs JIAIX (5.29). 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 : 12.53 vs. BKMIX (10.10). JIAIX (23.08) and BKMIX (22.52) 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 | 3.483 | 4.945 | 70% |
| 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 | 406M | 2,586% |
| Annual Yield % from dividends | 5.96 | 5.29 | 113% |
| Returns for 1 year | 10.10 | 12.53 | 81% |
| Returns for 3 years | 32.48 | 38.62 | 84% |
| Returns for 5 years | 22.52 | 23.08 | 98% |
| Returns for 10 years | N/A | 59.06 | - |
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