Ad is loading...
BKMBX vs SMUYX
BKMBX vs SMUYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BKMBX vs. SMUYX commentary
May 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BKMBX has more cash in the bank: 7.64B vs. SMUYX (238M). SMUYX pays higher dividends than BKMBX: SMUYX (5.90) 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). BKMBX annual gain was more profitable for investors over the last year : 6.65 vs. SMUYX (3.51).
| 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 | -0.317 | -905% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.64B | 238M | 3,208% |
| Annual Yield % from dividends | 4.05 | 5.90 | 69% |
| Returns for 1 year | 6.65 | 3.51 | 189% |
| Returns for 3 years | 17.30 | 14.59 | 119% |
| Returns for 5 years | N/A | 17.53 | - |
| Returns for 10 years | N/A | 15.95 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...