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BKMBX vs SMUYX
BKMBX vs SMUYX Comparison Chart
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BKMBX vs. SMUYX commentary
Jan 23, 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 Hold.
FUNDAMENTALS
Fundamentals
BKMBX has more cash in the bank: 6.96B vs. SMUYX (258M). SMUYX (4.51) and BKMBX (4.45) have matching dividends . BKMBX was incepted earlier than SMUYX: BKMBX (4 years) vs SMUYX (10 years). SMUYX is a more actively managed with annual turnover of: 434.00 vs. BKMBX (344.00). 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 : 8.53 vs. BKMBX (7.14).
| BKMBX | SMUYX | BKMBX / SMUYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 0.694 | 1.481 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.96B | 258M | 2,698% |
| Annual Yield % from dividends | 4.45 | 4.51 | 99% |
| Returns for 1 year | 7.14 | 8.53 | 84% |
| Returns for 3 years | 12.37 | 12.09 | 102% |
| Returns for 5 years | N/A | 16.27 | - |
| Returns for 10 years | N/A | N/A | - |
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