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BXMIX vs SMUYX
BXMIX vs SMUYX Comparison Chart
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BXMIX vs. SMUYX commentary
Feb 23, 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: 3.69B vs. SMUYX (251M). SMUYX pays higher dividends than BXMIX: SMUYX (4.51) vs BXMIX (3.37). BXMIX was incepted earlier than SMUYX: BXMIX (11 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 : 7.63 vs. BXMIX (6.83). SMUYX return over 5 years is better than : 14.47 vs. BXMIX (12.71).
| BXMIX | SMUYX | BXMIX / SMUYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 1.027 | 0.635 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 251M | 1,471% |
| Annual Yield % from dividends | 3.37 | 4.51 | 75% |
| Returns for 1 year | 6.83 | 7.63 | 90% |
| Returns for 3 years | 14.45 | 10.58 | 136% |
| Returns for 5 years | 12.71 | 14.47 | 88% |
| Returns for 10 years | 24.29 | N/A | - |
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