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BXMIX vs SMUYX
BXMIX vs SMUYX Comparison Chart
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BXMIX vs. SMUYX commentary
Nov 23, 2024
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 Sell and SMUYX is a Sell.
FUNDAMENTALS
Fundamentals
BXMIX has more cash in the bank: 3.71B vs. SMUYX (264M). SMUYX pays higher dividends than BXMIX: SMUYX (4.51) vs BXMIX (3.37). BXMIX was incepted earlier than SMUYX: BXMIX (10 years) vs SMUYX (10 years). BXMIX is a more actively managed with annual turnover of: 846.00 vs. SMUYX (434.00). BXMIX (100000) and SMUYX (100000) have matching initial minimum investment requirements. SMUYX annual gain was more profitable for investors over the last year : 10.81 vs. BXMIX (8.38). SMUYX return over 5 years is better than : 16.01 vs. BXMIX (11.44).
| BXMIX | SMUYX | BXMIX / SMUYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 5.977 | 7.158 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.71B | 264M | 1,406% |
| Annual Yield % from dividends | 3.37 | 4.51 | 75% |
| Returns for 1 year | 8.38 | 10.81 | 77% |
| Returns for 3 years | 5.90 | 3.26 | 181% |
| Returns for 5 years | 11.44 | 16.01 | 71% |
| Returns for 10 years | 24.51 | N/A | - |
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