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BXMIX vs SMUYX
BXMIX vs SMUYX Comparison Chart in %
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BXMIX vs. SMUYX commentary
Nov 14, 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: 3.79B vs. SMUYX (239M). SMUYX (5.37) and BXMIX (5.27) have matching dividends . BXMIX was incepted earlier than SMUYX: BXMIX (11 years) vs SMUYX (11 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 : 10.36 vs. SMUYX (9.32). BXMIX return over 5 years is better than : 30.37 vs. SMUYX (15.58).
| 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 | 11 years | - |
| Gain YTD | 9.524 | 9.101 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.79B | 239M | 1,585% |
| Annual Yield % from dividends | 5.27 | 5.37 | 98% |
| Returns for 1 year | 10.36 | 9.32 | 111% |
| Returns for 3 years | 28.67 | 26.64 | 108% |
| Returns for 5 years | 30.37 | 15.58 | 195% |
| Returns for 10 years | 32.68 | 30.84 | 106% |
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