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BXMIX vs DMSZX
BXMIX vs DMSZX Comparison Chart
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BXMIX vs. DMSZX commentary
May 24, 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 BXMIX is a Hold and DMSZX is a Hold.
FUNDAMENTALS
Fundamentals
BXMIX has more cash in the bank: 3.69B vs. DMSZX (535M). DMSZX pays higher dividends than BXMIX: DMSZX (6.49) vs BXMIX (5.71). BXMIX was incepted earlier than DMSZX: BXMIX (11 years) vs DMSZX (7 years). BXMIX (5.22) is less costly to investors than DMSZX (1.65). BXMIX is a more actively managed with annual turnover of: 556.00 vs. DMSZX (58.00). DMSZX has a lower initial minimum investment than BXMIX: DMSZX (0) vs BXMIX (100000). BXMIX annual gain was more profitable for investors over the last year : 4.02 vs. DMSZX (3.56). DMSZX return over 5 years is better than : 35.90 vs. BXMIX (29.29).
| BXMIX | DMSZX | BXMIX / DMSZX | |
| Total Expense Ratio | 5.22 | 1.22 | 428% |
| Annual Report Gross Expense Ratio | 5.22 | 1.65 | 316% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 1.027 | -0.339 | -303% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 535M | 690% |
| Annual Yield % from dividends | 5.71 | 6.49 | 88% |
| Returns for 1 year | 4.02 | 3.56 | 113% |
| Returns for 3 years | 16.59 | 20.42 | 81% |
| Returns for 5 years | 29.29 | 35.90 | 82% |
| Returns for 10 years | 22.62 | N/A | - |
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