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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
Jun 24, 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 (48.4B) and BSIIX (48.4B) have equal amount of cash in the bank . BSIIX pays higher dividends than BASIX: BSIIX (4.69) vs BASIX (4.43). BASIX was incepted earlier than BSIIX: BASIX (18 years) vs BSIIX (18 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 (6.14) and BASIX (5.87) have marching annual gain over last year. BSIIX return over 5 years is better than : 15.22 vs. BASIX (13.68).
| BASIX | BSIIX | BASIX / BSIIX | |
| Total Expense Ratio | 0.98 | 0.72 | 136% |
| Annual Report Gross Expense Ratio | 0.99 | 0.72 | 138% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 1.678 | 1.787 | 94% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4B | 48.4B | 100% |
| Annual Yield % from dividends | 4.43 | 4.69 | 95% |
| Returns for 1 year | 5.87 | 6.14 | 96% |
| Returns for 3 years | 21.14 | 22.09 | 96% |
| Returns for 5 years | 13.68 | 15.22 | 90% |
| Returns for 10 years | 40.65 | 44.63 | 91% |
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