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BXMYX vs SMUYX
BXMYX vs SMUYX Comparison Chart
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BXMYX vs. SMUYX commentary
Apr 11, 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 BXMYX is a Hold and SMUYX is a Hold.
FUNDAMENTALS
Fundamentals
BXMYX has more cash in the bank: 3.63B vs. SMUYX (234M). SMUYX (5.90) and BXMYX (5.78) have matching dividends . BXMYX was incepted earlier than SMUYX: BXMYX (10 years) vs SMUYX (10 years). BXMYX (5.14) is less costly to investors than SMUYX (3.47). BXMYX is a more actively managed with annual turnover of: 556.00 vs. SMUYX (277.00). BXMYX has a lower initial minimum investment than SMUYX: BXMYX (0) vs SMUYX (100000). BXMYX annual gain was more profitable for investors over the last year : 1.80 vs. SMUYX (1.39). BXMYX return over 5 years is better than : 29.95 vs. SMUYX (16.92).
| BXMYX | SMUYX | BXMYX / SMUYX | |
| Total Expense Ratio | 5.14 | 3.47 | 148% |
| Annual Report Gross Expense Ratio | 5.14 | 3.47 | 148% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | -1.784 | -2.963 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 234M | 1,550% |
| Annual Yield % from dividends | 5.78 | 5.90 | 98% |
| Returns for 1 year | 1.80 | 1.39 | 129% |
| Returns for 3 years | 10.22 | 6.85 | 149% |
| Returns for 5 years | 29.95 | 16.92 | 177% |
| Returns for 10 years | 20.44 | N/A | - |