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BXMIX vs SMUYX
BXMIX vs SMUYX Comparison Chart in %
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BXMIX vs. SMUYX commentary
Aug 17, 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 SMUYX is a Buy.
FUNDAMENTALS
Fundamentals
BXMIX has more cash in the bank: 3.92B vs. SMUYX (240M). BXMIX (5.57) and SMUYX (5.57) have matching dividends . BXMIX was incepted earlier than SMUYX: BXMIX (11 years) vs SMUYX (10 years). BXMIX (5.22) is less costly to investors than SMUYX (3.47). BXMIX is a more actively managed with annual turnover of: 397.00 vs. SMUYX (277.00). BXMIX (100000) and SMUYX (100000) have matching initial minimum investment requirements. SMUYX (7.88) and BXMIX (7.67) have marching annual gain over last year. BXMIX return over 5 years is better than : 25.99 vs. SMUYX (17.09).
| BXMIX | SMUYX | BXMIX / SMUYX | |
| Total Expense Ratio | 5.22 | 1.09 | 479% |
| Annual Report Gross Expense Ratio | 5.22 | 3.47 | 150% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 4.388 | 5.397 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.92B | 240M | 1,633% |
| Annual Yield % from dividends | 5.57 | 5.57 | 100% |
| Returns for 1 year | 7.67 | 7.88 | 97% |
| Returns for 3 years | 21.66 | 21.55 | 101% |
| Returns for 5 years | 25.99 | 17.09 | 152% |
| Returns for 10 years | 25.14 | 24.21 | 104% |
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