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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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. WHGIX (601M). BKMIX pays higher dividends than WHGIX: BKMIX (6.00) vs WHGIX (2.68). BKMIX was incepted earlier than WHGIX: BKMIX (9 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 : 13.25 vs. BKMIX (9.25). BKMIX return over 5 years is better than : 22.51 vs. WHGIX (14.01).
| BKMIX | WHGIX | BKMIX / WHGIX | |
| Total Expense Ratio | 0.52 | 0.84 | 62% |
| Annual Report Gross Expense Ratio | 0.62 | 0.84 | 74% |
| Fund Existence | 9 years | 21 years | - |
| Gain YTD | 4.419 | 5.317 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 601M | 1,747% |
| Annual Yield % from dividends | 6.00 | 2.68 | 224% |
| Returns for 1 year | 9.25 | 13.25 | 70% |
| Returns for 3 years | 31.19 | 34.16 | 91% |
| Returns for 5 years | 22.51 | 14.01 | 161% |
| Returns for 10 years | N/A | 19.18 | - |
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