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BKMIX vs WBAIX
BKMIX vs WBAIX Comparison
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BKMIX vs WBAIX Comparison Chart in %
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BKMIX vs. WBAIX commentary
Jul 26, 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 WBAIX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. WBAIX (161M). BKMIX pays higher dividends than WBAIX: BKMIX (6.00) vs WBAIX (2.17). BKMIX was incepted earlier than WBAIX: BKMIX (9 years) vs WBAIX (7 years). WBAIX (0.76) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. WBAIX (18.00). WBAIX has a lower initial minimum investment than BKMIX: WBAIX (1000000) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 7.60 vs. WBAIX (-1.91). BKMIX return over 5 years is better than : 21.59 vs. WBAIX (3.50).
| BKMIX | WBAIX | BKMIX / WBAIX | |
| Total Expense Ratio | 0.52 | 0.70 | 74% |
| Annual Report Gross Expense Ratio | 0.62 | 0.76 | 82% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 3.540 | -0.825 | -429% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 161M | 6,460% |
| Annual Yield % from dividends | 6.00 | 2.17 | 277% |
| Returns for 1 year | 7.60 | -1.91 | -399% |
| Returns for 3 years | 29.69 | 6.46 | 459% |
| Returns for 5 years | 21.59 | 3.50 | 617% |
| Returns for 10 years | N/A | N/A | - |
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