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BXMIX vs JAARX
BXMIX vs JAARX Comparison Chart in %
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BXMIX vs. JAARX commentary
Aug 30, 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 JAARX is a Hold.
FUNDAMENTALS
Fundamentals
BXMIX has more cash in the bank: 3.8B vs. JAARX (970M). BXMIX pays higher dividends than JAARX: BXMIX (5.57) vs JAARX (1.53). BXMIX was incepted earlier than JAARX: BXMIX (11 years) vs JAARX (14 years). BXMIX (3.85) is less costly to investors than JAARX (1.44). BXMIX is a more actively managed with annual turnover of: 397.00 vs. JAARX (24.00). BXMIX has a lower initial minimum investment than JAARX: BXMIX (100000) vs JAARX (1000000). BXMIX annual gain was more profitable for investors over the last year : 7.85 vs. JAARX (5.13). BXMIX return over 5 years is better than : 26.50 vs. JAARX (23.21).
| BXMIX | JAARX | BXMIX / JAARX | |
| Total Expense Ratio | 3.77 | 1.26 | 299% |
| Annual Report Gross Expense Ratio | 3.85 | 1.44 | 267% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 5.229 | 4.023 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.8B | 970M | 392% |
| Annual Yield % from dividends | 5.57 | 1.53 | 365% |
| Returns for 1 year | 7.85 | 5.13 | 153% |
| Returns for 3 years | 23.25 | 16.59 | 140% |
| Returns for 5 years | 26.50 | 23.21 | 114% |
| Returns for 10 years | 28.21 | 44.29 | 64% |
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