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BKMIX vs WHGIX
BKMIX vs WHGIX Comparison
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BKMIX vs WHGIX Comparison Chart in %
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BKMIX vs. WHGIX commentary
Sep 12, 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 WHGIX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.3B vs. WHGIX (594M). BKMIX pays higher dividends than WHGIX: BKMIX (6.11) vs WHGIX (2.86). BKMIX was incepted earlier than WHGIX: BKMIX (10 years) vs WHGIX (21 years). WHGIX (0.84) is less costly to investors than BKMIX (0.62). BKMIX is a more actively managed with annual turnover of: 99.00 vs. WHGIX (67.00). WHGIX has a lower initial minimum investment than BKMIX: WHGIX (100000) vs BKMIX (5000000). WHGIX annual gain was more profitable for investors over the last year : 8.27 vs. BKMIX (5.70). BKMIX return over 5 years is better than : 21.58 vs. WHGIX (13.62).
| BKMIX | WHGIX | BKMIX / WHGIX | |
| Total Expense Ratio | 0.52 | 0.84 | 62% |
| Annual Report Gross Expense Ratio | 0.62 | 0.84 | 74% |
| Fund Existence | 10 years | 21 years | - |
| Gain YTD | 4.334 | 4.884 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 594M | 1,734% |
| Annual Yield % from dividends | 6.11 | 2.86 | 214% |
| Returns for 1 year | 5.70 | 8.27 | 69% |
| Returns for 3 years | 32.31 | 35.42 | 91% |
| Returns for 5 years | 21.58 | 13.62 | 158% |
| Returns for 10 years | N/A | 20.72 | - |
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