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BXMIX vs FTMAX
BXMIX vs FTMAX Comparison Chart
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BXMIX vs. FTMAX commentary
May 14, 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 FTMAX is a Buy.
FUNDAMENTALS
Fundamentals
BXMIX has more cash in the bank: 3.67B vs. FTMAX (876M). FTMAX (5.96) and BXMIX (5.71) have matching dividends . BXMIX was incepted earlier than FTMAX: BXMIX (11 years) vs FTMAX (13 years). BXMIX (5.22) is less costly to investors than FTMAX (1.95). BXMIX is a more actively managed with annual turnover of: 556.00 vs. FTMAX (215.00). FTMAX has a lower initial minimum investment than BXMIX: FTMAX (5000) vs BXMIX (100000). FTMAX annual gain was more profitable for investors over the last year : 4.24 vs. BXMIX (3.82). FTMAX return over 5 years is better than : 36.62 vs. BXMIX (30.23).
| BXMIX | FTMAX | BXMIX / FTMAX | |
| Total Expense Ratio | 5.22 | 1.95 | 268% |
| Annual Report Gross Expense Ratio | 5.22 | 1.95 | 268% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 0.467 | 0.826 | 57% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 100000 | 5000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.67B | 876M | 418% |
| Annual Yield % from dividends | 5.71 | 5.96 | 96% |
| Returns for 1 year | 3.82 | 4.24 | 90% |
| Returns for 3 years | 15.60 | 14.45 | 108% |
| Returns for 5 years | 30.23 | 36.62 | 83% |
| Returns for 10 years | 22.29 | 22.37 | 100% |