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BASIX vs BSIIX
BASIX vs BSIIX Comparison
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BASIX vs BSIIX Comparison Chart in %
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BASIX vs. BSIIX commentary
Sep 13, 2026
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 BASIX is a Hold and BSIIX is a Hold.
FUNDAMENTALS
Fundamentals
BASIX (49.6B) and BSIIX (49.6B) have equal amount of cash in the bank . BSIIX pays higher dividends than BASIX: BSIIX (4.76) vs BASIX (4.51). BASIX was incepted earlier than BSIIX: BASIX (19 years) vs BSIIX (19 years). BASIX (0.99) is less costly to investors than BSIIX (0.72). BASIX (1006.00) and BSIIX (1006.00) have comparable annual turnover. BASIX has a lower initial minimum investment than BSIIX: BASIX (1000) vs BSIIX (2000000). BSIIX annual gain was more profitable for investors over the last year : 2.41 vs. BASIX (2.25). BSIIX return over 5 years is better than : 13.85 vs. BASIX (12.46).
| BASIX | BSIIX | BASIX / BSIIX | |
| Total Expense Ratio | 0.98 | 0.72 | 136% |
| Annual Report Gross Expense Ratio | 0.99 | 0.72 | 138% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 1.041 | 1.214 | 86% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.6B | 49.6B | 100% |
| Annual Yield % from dividends | 4.51 | 4.76 | 95% |
| Returns for 1 year | 2.25 | 2.41 | 93% |
| Returns for 3 years | 20.08 | 21.02 | 96% |
| Returns for 5 years | 12.46 | 13.85 | 90% |
| Returns for 10 years | 37.18 | 41.04 | 91% |
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