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BAMBX vs SMUYX
BAMBX vs SMUYX Comparison Chart in %
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BAMBX vs. SMUYX commentary
Oct 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BAMBX has more cash in the bank: 7.98B vs. SMUYX (241M). SMUYX pays higher dividends than BAMBX: SMUYX (5.43) vs BAMBX (3.75). BAMBX was incepted earlier than SMUYX: BAMBX (10 years) vs SMUYX (10 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 : 7.83 vs. BAMBX (1.12). BAMBX (16.54) and SMUYX (16.49) have equivalent 5 years return.
| BAMBX | SMUYX | BAMBX / SMUYX | |
| Total Expense Ratio | 1.20 | 1.09 | 110% |
| Annual Report Gross Expense Ratio | 1.22 | 3.47 | 35% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 2.279 | 7.725 | 30% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.98B | 241M | 3,309% |
| Annual Yield % from dividends | 3.75 | 5.43 | 69% |
| Returns for 1 year | 1.12 | 7.83 | 14% |
| Returns for 3 years | 19.18 | 26.00 | 74% |
| Returns for 5 years | 16.54 | 16.49 | 100% |
| Returns for 10 years | 35.23 | 29.05 | 121% |
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