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BXMIX vs SMUYX
BXMIX vs SMUYX Comparison Chart in %
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BXMIX vs. SMUYX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
BXMIX has more cash in the bank: 3.76B vs. SMUYX (236M). SMUYX (5.37) and BXMIX (5.27) have matching dividends . BXMIX was incepted earlier than SMUYX: BXMIX (11 years) vs SMUYX (11 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. BXMIX annual gain was more profitable for investors over the last year : 10.28 vs. SMUYX (8.36). BXMIX return over 5 years is better than : 29.19 vs. SMUYX (13.69).
| 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 | 11 years | - |
| Gain YTD | 8.964 | 8.148 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.76B | 236M | 1,594% |
| Annual Yield % from dividends | 5.27 | 5.37 | 98% |
| Returns for 1 year | 10.28 | 8.36 | 123% |
| Returns for 3 years | 28.27 | 25.26 | 112% |
| Returns for 5 years | 29.19 | 13.69 | 213% |
| Returns for 10 years | 31.50 | 28.76 | 110% |
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