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BMCIX vs EQTKX
BMCIX vs EQTKX Comparison Chart in %
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BMCIX vs. EQTKX commentary
Nov 20, 2025
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 BMCIX is a Hold and EQTKX is a Hold.
FUNDAMENTALS
Fundamentals
BMCIX has more cash in the bank: 1.92B vs. EQTKX (1B). EQTKX pays higher dividends than BMCIX: EQTKX (9.45) vs BMCIX (7.89). BMCIX was incepted earlier than EQTKX: BMCIX (28 years) vs EQTKX (22 years). EQTKX (1.19) is less costly to investors than BMCIX (0.98). BMCIX is a more actively managed with annual turnover of: 130.00 vs. EQTKX (74.00). EQTKX has a lower initial minimum investment than BMCIX: EQTKX (1000) vs BMCIX (2000000). BMCIX annual gain was more profitable for investors over the last year : 7.96 vs. EQTKX (5.02). BMCIX return over 5 years is better than : 65.09 vs. EQTKX (37.10).
| BMCIX | EQTKX | BMCIX / EQTKX | |
| Total Expense Ratio | 0.85 | 1.19 | 71% |
| Annual Report Gross Expense Ratio | 0.98 | 1.19 | 82% |
| Fund Existence | 28 years | 22 years | - |
| Gain YTD | 10.991 | 6.109 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 1B | 191% |
| Annual Yield % from dividends | 7.89 | 9.45 | 83% |
| Returns for 1 year | 7.96 | 5.02 | 158% |
| Returns for 3 years | 32.34 | 39.85 | 81% |
| Returns for 5 years | 65.09 | 37.10 | 175% |
| Returns for 10 years | 21.31 | 13.65 | 156% |
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