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BKMBX vs SYMAX
BKMBX vs SYMAX Comparison Chart in %
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BKMBX vs. SYMAX commentary
Jun 21, 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 SYMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMBX has more cash in the bank: 7.76B vs. SYMAX (40.8M). BKMBX pays higher dividends than SYMAX: BKMBX (4.05) vs SYMAX (0.00). BKMBX was incepted earlier than SYMAX: BKMBX (5 years) vs SYMAX (6 years). SYMAX (2.28) is less costly to investors than BKMBX (0.82). SYMAX is a more actively managed with annual turnover of: 299.00 vs. BKMBX (242.00). SYMAX has a lower initial minimum investment than BKMBX: SYMAX (2500) vs BKMBX (5000000). BKMBX annual gain was more profitable for investors over the last year : 5.41 vs. SYMAX (3.25).
| BKMBX | SYMAX | BKMBX / SYMAX | |
| Total Expense Ratio | 0.82 | 1.96 | 42% |
| Annual Report Gross Expense Ratio | 0.82 | 2.28 | 36% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 2.676 | -2.188 | -122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.76B | 40.8M | 19,010% |
| Annual Yield % from dividends | 4.05 | 0.00 | - |
| Returns for 1 year | 5.41 | 3.25 | 166% |
| Returns for 3 years | 17.54 | 2.14 | 818% |
| Returns for 5 years | N/A | 36.28 | - |
| Returns for 10 years | N/A | N/A | - |