Interact to see
Advertisement
Advertisement
BKMIX vs SWCGX
BKMIX vs SWCGX Comparison
Open Charts BKMIX vs SWCGX
BKMIX vs SWCGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BKMIX vs. SWCGX commentary
Jun 06, 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 SWCGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. SWCGX (213M). BKMIX pays higher dividends than SWCGX: BKMIX (5.96) vs SWCGX (2.66). BKMIX was incepted earlier than SWCGX: BKMIX (9 years) vs SWCGX (31 years). BKMIX (0.62) is less costly to investors than SWCGX (0.49). BKMIX is a more actively managed with annual turnover of: 99.00 vs. SWCGX (23.00). SWCGX has a lower initial minimum investment than BKMIX: SWCGX (0) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 10.30 vs. SWCGX (9.13). BKMIX return over 5 years is better than : 22.78 vs. SWCGX (0.38).
| BKMIX | SWCGX | BKMIX / SWCGX | |
| Total Expense Ratio | 0.52 | 0.49 | 106% |
| Annual Report Gross Expense Ratio | 0.62 | 0.49 | 127% |
| Fund Existence | 9 years | 31 years | - |
| Gain YTD | 3.969 | 4.884 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 213M | 4,930% |
| Annual Yield % from dividends | 5.96 | 2.66 | 224% |
| Returns for 1 year | 10.30 | 9.13 | 113% |
| Returns for 3 years | 32.96 | 15.12 | 218% |
| Returns for 5 years | 22.78 | 0.38 | 6,013% |
| Returns for 10 years | N/A | 28.79 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement