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BKMIX vs WBALX
BKMIX vs WBALX Comparison
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BKMIX vs WBALX Comparison Chart in %
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BKMIX vs. WBALX commentary
Sep 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 WBALX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. WBALX (160M). BKMIX pays higher dividends than WBALX: BKMIX (6.11) vs WBALX (2.02). BKMIX was incepted earlier than WBALX: BKMIX (10 years) vs WBALX (23 years). WBALX (1.03) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. WBALX (18.00). WBALX has a lower initial minimum investment than BKMIX: WBALX (2500) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 5.50 vs. WBALX (-1.83). BKMIX return over 5 years is better than : 21.12 vs. WBALX (2.04).
| BKMIX | WBALX | BKMIX / WBALX | |
| Total Expense Ratio | 0.52 | 0.85 | 61% |
| Annual Report Gross Expense Ratio | 0.62 | 1.03 | 60% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 3.939 | -0.425 | -928% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 160M | 6,500% |
| Annual Yield % from dividends | 6.11 | 2.02 | 302% |
| Returns for 1 year | 5.50 | -1.83 | -301% |
| Returns for 3 years | 31.81 | 7.19 | 442% |
| Returns for 5 years | 21.12 | 2.04 | 1,034% |
| Returns for 10 years | N/A | 37.38 | - |
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