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BXMIX vs JAARX
BXMIX vs JAARX Comparison
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BXMIX vs JAARX Comparison Chart in %
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BXMIX vs. JAARX commentary
Jun 04, 2026
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: 3.75B vs. JAARX (1.62B). BXMIX pays higher dividends than JAARX: BXMIX (5.33) vs JAARX (1.81). BXMIX was incepted earlier than JAARX: BXMIX (12 years) vs JAARX (15 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 (33.00). BXMIX has a lower initial minimum investment than JAARX: BXMIX (100000) vs JAARX (1000000). JAARX annual gain was more profitable for investors over the last year : 11.83 vs. BXMIX (10.21). JAARX return over 5 years is better than : 24.87 vs. BXMIX (22.11).
| BXMIX | JAARX | BXMIX / JAARX | |
| Total Expense Ratio | 3.77 | 1.29 | 292% |
| Annual Report Gross Expense Ratio | 3.85 | 1.44 | 267% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 3.646 | 6.366 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 1.62B | 231% |
| Annual Yield % from dividends | 5.33 | 1.81 | 294% |
| Returns for 1 year | 10.21 | 11.83 | 86% |
| Returns for 3 years | 28.94 | 25.31 | 114% |
| Returns for 5 years | 22.11 | 24.87 | 89% |
| Returns for 10 years | 40.58 | 54.82 | 74% |