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BKMBX vs SMUYX
BKMBX vs SMUYX Comparison Chart in %
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BKMBX vs. SMUYX commentary
Jul 06, 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: 7.8B vs. SMUYX (243M). SMUYX pays higher dividends than BKMBX: SMUYX (5.61) vs BKMBX (4.04). 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 : 8.33 vs. BKMBX (6.95).
| 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 | 3.568 | 4.974 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.8B | 243M | 3,210% |
| Annual Yield % from dividends | 4.04 | 5.61 | 72% |
| Returns for 1 year | 6.95 | 8.33 | 83% |
| Returns for 3 years | 18.32 | 22.65 | 81% |
| Returns for 5 years | N/A | 19.15 | - |
| Returns for 10 years | N/A | 23.84 | - |
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