Interact to see
Advertisement
Advertisement
BKMBX vs SMUYX
BKMBX vs SMUYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BKMBX vs. SMUYX commentary
Jun 15, 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 BKMBX is a Hold and SMUYX is a Buy.
FUNDAMENTALS
Fundamentals
BKMBX has more cash in the bank: 7.76B vs. SMUYX (242M). SMUYX pays higher dividends than BKMBX: SMUYX (5.75) vs BKMBX (4.05). BKMBX was incepted earlier than SMUYX: BKMBX (5 years) vs SMUYX (10 years). SMUYX (3.47) is less costly to investors than BKMBX (0.82). SMUYX is a more actively managed with annual turnover of: 277.00 vs. BKMBX (242.00). SMUYX has a lower initial minimum investment than BKMBX: SMUYX (100000) vs BKMBX (5000000). SMUYX annual gain was more profitable for investors over the last year : 7.25 vs. BKMBX (6.13).
| BKMBX | SMUYX | BKMBX / SMUYX | |
| Total Expense Ratio | 0.82 | 1.09 | 75% |
| Annual Report Gross Expense Ratio | 0.82 | 3.47 | 24% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 2.874 | 2.857 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.76B | 242M | 3,205% |
| Annual Yield % from dividends | 4.05 | 5.75 | 70% |
| Returns for 1 year | 6.13 | 7.25 | 84% |
| Returns for 3 years | 17.88 | 19.91 | 90% |
| Returns for 5 years | N/A | 17.36 | - |
| Returns for 10 years | N/A | 20.24 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement