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BAMBX vs SMUYX
BAMBX vs SMUYX Comparison Chart in %
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BAMBX vs. SMUYX 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 BAMBX is a Hold and SMUYX is a Hold.
FUNDAMENTALS
Fundamentals
BAMBX has more cash in the bank: 8.03B vs. SMUYX (236M). SMUYX pays higher dividends than BAMBX: SMUYX (5.37) vs BAMBX (3.76). BAMBX was incepted earlier than SMUYX: BAMBX (11 years) vs SMUYX (11 years). SMUYX (3.47) is less costly to investors than BAMBX (1.22). SMUYX is a more actively managed with annual turnover of: 277.00 vs. BAMBX (242.00). BAMBX has a lower initial minimum investment than SMUYX: BAMBX (1000) vs SMUYX (100000). SMUYX annual gain was more profitable for investors over the last year : 8.36 vs. BAMBX (2.87). BAMBX return over 5 years is better than : 19.06 vs. SMUYX (13.69).
| BAMBX | SMUYX | BAMBX / SMUYX | |
| Total Expense Ratio | 1.20 | 1.09 | 110% |
| Annual Report Gross Expense Ratio | 1.22 | 3.47 | 35% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 3.469 | 8.148 | 43% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.03B | 236M | 3,404% |
| Annual Yield % from dividends | 3.76 | 5.37 | 70% |
| Returns for 1 year | 2.87 | 8.36 | 34% |
| Returns for 3 years | 18.25 | 25.26 | 72% |
| Returns for 5 years | 19.06 | 13.69 | 139% |
| Returns for 10 years | 36.29 | 28.76 | 126% |
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