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BXMIX vs SMUYX
BXMIX vs SMUYX Comparison Chart in %
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BXMIX vs. SMUYX commentary
Jul 27, 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: 3.85B vs. SMUYX (243M). SMUYX (5.61) and BXMIX (5.60) 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 annual gain was more profitable for investors over the last year : 9.09 vs. BXMIX (6.42). BXMIX return over 5 years is better than : 25.42 vs. SMUYX (19.25).
| 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 | 3.081 | 5.714 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.85B | 243M | 1,584% |
| Annual Yield % from dividends | 5.60 | 5.61 | 100% |
| Returns for 1 year | 6.42 | 9.09 | 71% |
| Returns for 3 years | 21.59 | 23.65 | 91% |
| Returns for 5 years | 25.42 | 19.25 | 132% |
| Returns for 10 years | 24.28 | 24.59 | 99% |
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