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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
Aug 17, 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 WBALX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. WBALX (165M). BKMIX pays higher dividends than WBALX: BKMIX (6.06) vs WBALX (2.04). BKMIX was incepted earlier than WBALX: BKMIX (10 years) vs WBALX (23 years). WBALX (1.00) 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 : 9.05 vs. WBALX (0.26). BKMIX return over 5 years is better than : 23.52 vs. WBALX (3.67).
| BKMIX | WBALX | BKMIX / WBALX | |
| Total Expense Ratio | 0.52 | 0.85 | 61% |
| Annual Report Gross Expense Ratio | 0.62 | 1.00 | 62% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 5.838 | 1.515 | 385% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 165M | 6,364% |
| Annual Yield % from dividends | 6.06 | 2.04 | 297% |
| Returns for 1 year | 9.05 | 0.26 | 3,486% |
| Returns for 3 years | 34.67 | 9.35 | 371% |
| Returns for 5 years | 23.52 | 3.67 | 641% |
| Returns for 10 years | N/A | 38.29 | - |
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