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BKMBX vs SMUYX
BKMBX vs SMUYX Comparison Chart
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BKMBX vs. SMUYX commentary
Apr 11, 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: 7.43B vs. SMUYX (234M). SMUYX pays higher dividends than BKMBX: SMUYX (5.90) vs BKMBX (4.07). 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). BKMBX is a more actively managed with annual turnover of: 344.00 vs. SMUYX (277.00). 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 : 4.60 vs. SMUYX (1.39).
| BKMBX | SMUYX | BKMBX / SMUYX | |
| Total Expense Ratio | 0.82 | 3.47 | 24% |
| Annual Report Gross Expense Ratio | 0.82 | 3.47 | 24% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 0.892 | -2.963 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.43B | 234M | 3,176% |
| Annual Yield % from dividends | 4.07 | 5.90 | 69% |
| Returns for 1 year | 4.60 | 1.39 | 330% |
| Returns for 3 years | 15.72 | 6.85 | 230% |
| Returns for 5 years | N/A | 16.92 | - |
| Returns for 10 years | N/A | N/A | - |
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