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BXMIX vs JAARX
BXMIX vs JAARX Comparison Chart in %
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BXMIX vs. JAARX commentary
Oct 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: 3.89B vs. JAARX (987M). BXMIX pays higher dividends than JAARX: BXMIX (5.39) vs JAARX (1.49). 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 : 10.05 vs. JAARX (6.12). BXMIX return over 5 years is better than : 29.18 vs. JAARX (24.57).
| 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 | 7.563 | 5.531 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.89B | 987M | 394% |
| Annual Yield % from dividends | 5.39 | 1.49 | 362% |
| Returns for 1 year | 10.05 | 6.12 | 164% |
| Returns for 3 years | 27.13 | 21.42 | 127% |
| Returns for 5 years | 29.18 | 24.57 | 119% |
| Returns for 10 years | 32.46 | 45.04 | 72% |