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BKMBX vs SMUYX
BKMBX vs SMUYX Comparison Chart
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BKMBX vs. SMUYX commentary
Dec 23, 2024
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: 6.98B 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). BKMBX annual gain was more profitable for investors over the last year : 7.30 vs. SMUYX (6.87).
| 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 | 7.012 | 6.624 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.98B | 258M | 2,707% |
| Annual Yield % from dividends | 4.45 | 4.51 | 99% |
| Returns for 1 year | 7.30 | 6.87 | 106% |
| Returns for 3 years | 10.39 | 9.81 | 106% |
| Returns for 5 years | N/A | 14.71 | - |
| Returns for 10 years | N/A | N/A | - |
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