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BMCIX vs EQTKX
BMCIX vs EQTKX Comparison Chart in %
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BMCIX vs. EQTKX commentary
Sep 27, 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 Buy and EQTKX is a Hold.
FUNDAMENTALS
Fundamentals
BMCIX has more cash in the bank: 1.9B vs. EQTKX (1.01B). EQTKX pays higher dividends than BMCIX: EQTKX (9.82) vs BMCIX (7.87). BMCIX was incepted earlier than EQTKX: BMCIX (27 years) vs EQTKX (22 years). EQTKX (1.19) is less costly to investors than BMCIX (0.99). 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). EQTKX annual gain was more profitable for investors over the last year : 8.31 vs. BMCIX (6.39). BMCIX return over 5 years is better than : 86.10 vs. EQTKX (48.52).
| BMCIX | EQTKX | BMCIX / EQTKX | |
| Total Expense Ratio | 0.85 | 1.19 | 71% |
| Annual Report Gross Expense Ratio | 0.99 | 1.19 | 83% |
| Fund Existence | 27 years | 22 years | - |
| Gain YTD | 9.922 | 7.259 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 1.01B | 189% |
| Annual Yield % from dividends | 7.87 | 9.82 | 80% |
| Returns for 1 year | 6.39 | 8.31 | 77% |
| Returns for 3 years | 47.53 | 55.09 | 86% |
| Returns for 5 years | 86.10 | 48.52 | 177% |
| Returns for 10 years | 27.65 | 25.47 | 109% |
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