BKMIX vs WBALX ᐉ Comparison: Which is Better to Invest?
BKMIX vs WBALX Comparison
Open Charts BKMIX vs WBALX
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BKMIX vs WBALX Comparison Chart
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BKMIX vs. WBALX commentary
Sep 28, 2023
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 StrongSell.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 11.4B vs. WBALX (218M). BKMIX pays higher dividends than WBALX: BKMIX (5.72) vs WBALX (1.28). BKMIX was incepted earlier than WBALX: BKMIX (7 years) vs WBALX (20 years). WBALX (0.99) is less costly to investors than BKMIX (0.61). BKMIX is a more actively managed with annual turnover of: 57.00 vs. WBALX (20.00). WBALX has a lower initial minimum investment than BKMIX: WBALX (2500) vs BKMIX (5000000). WBALX annual gain was more profitable for investors over the last year : 9.63 vs. BKMIX (7.68). WBALX return over 5 years is better than : 18.74 vs. BKMIX (11.34).
| BKMIX | WBALX | BKMIX / WBALX | |
| Total Expense Ratio | 0.52 | 0.85 | 61% |
| Annual Report Gross Expense Ratio | 0.61 | 0.99 | 62% |
| Fund Existence | 7 years | 20 years | - |
| Gain YTD | 2.323 | 5.267 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 218M | 5,229% |
| Annual Yield % from dividends | 5.72 | 1.28 | 446% |
| Returns for 1 year | 7.68 | 9.63 | 80% |
| Returns for 3 years | 3.21 | 9.41 | 34% |
| Returns for 5 years | 11.34 | 18.74 | 61% |
| Returns for 10 years | N/A | 20.73 | - |
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