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BXMIX vs SMUYX
BXMIX vs SMUYX Comparison Chart
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BXMIX vs. SMUYX commentary
Jun 15, 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: 3.74B vs. SMUYX (242M). SMUYX (5.75) and BXMIX (5.67) 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: 556.00 vs. SMUYX (277.00). BXMIX (100000) and SMUYX (100000) have matching initial minimum investment requirements. SMUYX annual gain was more profitable for investors over the last year : 7.25 vs. BXMIX (5.27). BXMIX return over 5 years is better than : 26.73 vs. SMUYX (17.36).
| 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 | 1.961 | 2.857 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.74B | 242M | 1,544% |
| Annual Yield % from dividends | 5.67 | 5.75 | 99% |
| Returns for 1 year | 5.27 | 7.25 | 73% |
| Returns for 3 years | 17.78 | 19.91 | 89% |
| Returns for 5 years | 26.73 | 17.36 | 154% |
| Returns for 10 years | 24.11 | 20.24 | 119% |
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