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BKMIX vs JLMOX
BKMIX vs JLMOX Comparison
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BKMIX vs JLMOX Comparison Chart in %
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BKMIX vs. JLMOX commentary
Jul 15, 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 JLMOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. JLMOX (514M). BKMIX pays higher dividends than JLMOX: BKMIX (6.00) vs JLMOX (2.95). BKMIX was incepted earlier than JLMOX: BKMIX (9 years) vs JLMOX (13 years). JLMOX (0.76) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. JLMOX (23.00). JLMOX has a lower initial minimum investment than BKMIX: JLMOX (0) vs BKMIX (5000000). JLMOX annual gain was more profitable for investors over the last year : 11.66 vs. BKMIX (9.25). BKMIX return over 5 years is better than : 22.51 vs. JLMOX (16.43).
| BKMIX | JLMOX | BKMIX / JLMOX | |
| Total Expense Ratio | 0.52 | 0.76 | 68% |
| Annual Report Gross Expense Ratio | 0.62 | 0.76 | 82% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 4.419 | 5.637 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 514M | 2,043% |
| Annual Yield % from dividends | 6.00 | 2.95 | 203% |
| Returns for 1 year | 9.25 | 11.66 | 79% |
| Returns for 3 years | 31.19 | 32.17 | 97% |
| Returns for 5 years | 22.51 | 16.43 | 137% |
| Returns for 10 years | N/A | 50.68 | - |
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