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BMBCX vs SMUYX
BMBCX vs SMUYX Comparison Chart in %
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BMBCX vs. SMUYX commentary
Aug 18, 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 BMBCX is a Hold and SMUYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BMBCX has more cash in the bank: 7.88B vs. SMUYX (240M). SMUYX pays higher dividends than BMBCX: SMUYX (5.57) vs BMBCX (3.07). BMBCX was incepted earlier than SMUYX: BMBCX (10 years) vs SMUYX (10 years). SMUYX (3.47) is less costly to investors than BMBCX (1.89). SMUYX is a more actively managed with annual turnover of: 277.00 vs. BMBCX (242.00). BMBCX has a lower initial minimum investment than SMUYX: BMBCX (1000) vs SMUYX (100000). SMUYX annual gain was more profitable for investors over the last year : 7.88 vs. BMBCX (1.62). SMUYX return over 5 years is better than : 17.09 vs. BMBCX (11.31).
| BMBCX | SMUYX | BMBCX / SMUYX | |
| Total Expense Ratio | 1.89 | 1.09 | 173% |
| Annual Report Gross Expense Ratio | 1.89 | 3.47 | 54% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 1.698 | 5.397 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.88B | 240M | 3,285% |
| Annual Yield % from dividends | 3.07 | 5.57 | 55% |
| Returns for 1 year | 1.62 | 7.88 | 21% |
| Returns for 3 years | 11.45 | 21.55 | 53% |
| Returns for 5 years | 11.31 | 17.09 | 66% |
| Returns for 10 years | 23.31 | 24.21 | 96% |
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