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BXMIX vs SMUYX
BXMIX vs SMUYX Comparison Chart
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BXMIX vs. SMUYX commentary
May 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BXMIX has more cash in the bank: 3.66B vs. SMUYX (238M). SMUYX (5.90) and BXMIX (5.71) 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. BXMIX annual gain was more profitable for investors over the last year : 4.10 vs. SMUYX (3.51). BXMIX return over 5 years is better than : 30.21 vs. SMUYX (17.53).
| 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 | 0.560 | -0.317 | -176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.66B | 238M | 1,539% |
| Annual Yield % from dividends | 5.71 | 5.90 | 97% |
| Returns for 1 year | 4.10 | 3.51 | 117% |
| Returns for 3 years | 16.16 | 14.59 | 111% |
| Returns for 5 years | 30.21 | 17.53 | 172% |
| Returns for 10 years | 22.76 | 15.95 | 143% |
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