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BXMDX vs BXMIX
BXMDX vs BXMIX Comparison Chart in %
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BXMDX vs. BXMIX commentary
Jun 27, 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 BXMDX is a Hold and BXMIX is a Hold.
FUNDAMENTALS
Fundamentals
BXMDX (3.75B) and BXMIX (3.75B) have equal amount of cash in the bank . BXMIX (5.67) and BXMDX (5.53) have matching dividends . BXMDX was incepted earlier than BXMIX: BXMDX (11 years) vs BXMIX (11 years). BXMDX (5.51) is less costly to investors than BXMIX (5.22). BXMDX (397.00) and BXMIX (397.00) have comparable annual turnover. BXMDX has a lower initial minimum investment than BXMIX: BXMDX (10000) vs BXMIX (100000). BXMIX (5.17) and BXMDX (5.02) have marching annual gain over last year. BXMIX return over 5 years is better than : 26.43 vs. BXMDX (24.69).
| BXMDX | BXMIX | BXMDX / BXMIX | |
| Total Expense Ratio | 5.48 | 5.22 | 105% |
| Annual Report Gross Expense Ratio | 5.51 | 5.22 | 106% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 2.158 | 2.241 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 3.75B | 100% |
| Annual Yield % from dividends | 5.53 | 5.67 | 98% |
| Returns for 1 year | 5.02 | 5.17 | 97% |
| Returns for 3 years | 17.75 | 18.57 | 96% |
| Returns for 5 years | 24.69 | 26.43 | 93% |
| Returns for 10 years | 21.32 | 24.81 | 86% |
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