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BKMIX vs VGWIX
BKMIX vs VGWIX Comparison
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BKMIX vs VGWIX Comparison Chart in %
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BKMIX vs. VGWIX 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 VGWIX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. VGWIX (753M). BKMIX pays higher dividends than VGWIX: BKMIX (6.00) vs VGWIX (3.84). BKMIX was incepted earlier than VGWIX: BKMIX (9 years) vs VGWIX (9 years). BKMIX (0.62) is less costly to investors than VGWIX (0.43). VGWIX (102.00) and BKMIX (99.00) have comparable annual turnover. VGWIX has a lower initial minimum investment than BKMIX: VGWIX (3000) vs BKMIX (5000000). VGWIX (9.68) and BKMIX (9.25) have marching annual gain over last year. BKMIX return over 5 years is better than : 22.51 vs. VGWIX (19.54).
| BKMIX | VGWIX | BKMIX / VGWIX | |
| Total Expense Ratio | 0.52 | 0.43 | 121% |
| Annual Report Gross Expense Ratio | 0.62 | 0.43 | 144% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 4.419 | 4.501 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 753M | 1,394% |
| Annual Yield % from dividends | 6.00 | 3.84 | 156% |
| Returns for 1 year | 9.25 | 9.68 | 95% |
| Returns for 3 years | 31.19 | 26.66 | 117% |
| Returns for 5 years | 22.51 | 19.54 | 115% |
| Returns for 10 years | N/A | N/A | - |
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