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BXMIX vs JAARX
BXMIX vs JAARX Comparison Chart in %
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BXMIX vs. JAARX commentary
Aug 09, 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: 3.88B vs. JAARX (958M). 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 (5.22) 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 : 8.38 vs. JAARX (6.64). BXMIX return over 5 years is better than : 25.72 vs. JAARX (22.52).
| BXMIX | JAARX | BXMIX / JAARX | |
| Total Expense Ratio | 5.22 | 1.26 | 414% |
| Annual Report Gross Expense Ratio | 5.22 | 1.44 | 363% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 3.641 | 3.017 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.88B | 958M | 405% |
| Annual Yield % from dividends | 5.57 | 1.53 | 365% |
| Returns for 1 year | 8.38 | 6.64 | 126% |
| Returns for 3 years | 21.40 | 15.00 | 143% |
| Returns for 5 years | 25.72 | 22.52 | 114% |
| Returns for 10 years | 24.84 | 39.22 | 63% |
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