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BKMBX vs SYMIX
BKMBX vs SYMIX Comparison Chart in %
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BKMBX vs. SYMIX commentary
Jul 05, 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 SYMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMBX has more cash in the bank: 7.78B vs. SYMIX (42.7M). BKMBX pays higher dividends than SYMIX: BKMBX (4.04) vs SYMIX (0.00). BKMBX was incepted earlier than SYMIX: BKMBX (5 years) vs SYMIX (6 years). SYMIX (2.03) is less costly to investors than BKMBX (0.82). SYMIX is a more actively managed with annual turnover of: 299.00 vs. BKMBX (242.00). SYMIX has a lower initial minimum investment than BKMBX: SYMIX (2500) vs BKMBX (5000000). BKMBX (6.74) and SYMIX (6.54) have marching annual gain over last year.
| BKMBX | SYMIX | BKMBX / SYMIX | |
| Total Expense Ratio | 0.82 | 1.71 | 48% |
| Annual Report Gross Expense Ratio | 0.82 | 2.03 | 40% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 3.370 | 2.033 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.78B | 42.7M | 18,227% |
| Annual Yield % from dividends | 4.04 | 0.00 | - |
| Returns for 1 year | 6.74 | 6.54 | 103% |
| Returns for 3 years | 18.10 | 10.49 | 172% |
| Returns for 5 years | N/A | 45.10 | - |
| Returns for 10 years | N/A | N/A | - |
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