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BXMIX vs SMUYX
BXMIX vs SMUYX Comparison Chart in %
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BXMIX vs. SMUYX commentary
Sep 07, 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: 3.84B vs. SMUYX (241M). SMUYX (5.50) and BXMIX (5.47) have matching dividends . BXMIX was incepted earlier than SMUYX: BXMIX (11 years) vs SMUYX (10 years). BXMIX (3.85) 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 (9.29) and BXMIX (9.12) have marching annual gain over last year. BXMIX return over 5 years is better than : 26.55 vs. SMUYX (17.08).
| BXMIX | SMUYX | BXMIX / SMUYX | |
| Total Expense Ratio | 3.77 | 1.09 | 346% |
| Annual Report Gross Expense Ratio | 3.85 | 3.47 | 111% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 5.789 | 6.455 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.84B | 241M | 1,593% |
| Annual Yield % from dividends | 5.47 | 5.50 | 100% |
| Returns for 1 year | 9.12 | 9.29 | 98% |
| Returns for 3 years | 24.03 | 23.57 | 102% |
| Returns for 5 years | 26.55 | 17.08 | 155% |
| Returns for 10 years | 28.15 | 27.01 | 104% |
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