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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
Jul 28, 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 (161M). BKMIX pays higher dividends than WBALX: BKMIX (6.00) vs WBALX (2.07). BKMIX was incepted earlier than WBALX: BKMIX (9 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 : 7.60 vs. WBALX (-2.07). BKMIX return over 5 years is better than : 21.59 vs. WBALX (2.73).
| BKMIX | WBALX | BKMIX / WBALX | |
| Total Expense Ratio | 0.52 | 0.85 | 61% |
| Annual Report Gross Expense Ratio | 0.62 | 1.00 | 62% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 3.540 | -0.849 | -417% |
| 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 | 161M | 6,460% |
| Annual Yield % from dividends | 6.00 | 2.07 | 290% |
| Returns for 1 year | 7.60 | -2.07 | -367% |
| Returns for 3 years | 29.69 | 6.02 | 493% |
| Returns for 5 years | 21.59 | 2.73 | 791% |
| Returns for 10 years | N/A | 34.67 | - |
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