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BXMIX vs SMUYX
BXMIX vs SMUYX Comparison Chart in %
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BXMIX vs. SMUYX commentary
Oct 08, 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: 3.89B vs. SMUYX (241M). SMUYX (5.43) and BXMIX (5.39) have matching dividends . BXMIX was incepted earlier than SMUYX: BXMIX (11 years) vs SMUYX (10 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 : 10.05 vs. SMUYX (7.83). BXMIX return over 5 years is better than : 29.32 vs. SMUYX (16.49).
| 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 | 10 years | - |
| Gain YTD | 7.470 | 7.725 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.89B | 241M | 1,613% |
| Annual Yield % from dividends | 5.39 | 5.43 | 99% |
| Returns for 1 year | 10.05 | 7.83 | 128% |
| Returns for 3 years | 27.02 | 26.00 | 104% |
| Returns for 5 years | 29.32 | 16.49 | 178% |
| Returns for 10 years | 32.35 | 29.05 | 111% |
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