Interact to see
Advertisement
Advertisement
BXMIX vs SMUYX
BXMIX vs SMUYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BXMIX vs. SMUYX commentary
Jul 06, 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: 3.77B 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 : 8.33 vs. BXMIX (5.08). BXMIX return over 5 years is better than : 26.22 vs. SMUYX (19.15).
| 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 | 2.801 | 4.974 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.77B | 243M | 1,552% |
| Annual Yield % from dividends | 5.60 | 5.61 | 100% |
| Returns for 1 year | 5.08 | 8.33 | 61% |
| Returns for 3 years | 19.81 | 22.65 | 87% |
| Returns for 5 years | 26.22 | 19.15 | 137% |
| Returns for 10 years | 25.25 | 23.84 | 106% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers