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BGSRX vs SCMIX
BGSRX vs SCMIX Comparison
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BGSRX vs SCMIX Comparison Chart in %
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BGSRX vs. SCMIX commentary
Aug 23, 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 BGSRX is a Hold and SCMIX is a Hold.
FUNDAMENTALS
Fundamentals
SCMIX has more cash in the bank: 28.7B vs. BGSRX (7.84B). BGSRX pays higher dividends than SCMIX: BGSRX (1.03) vs SCMIX (0.00). BGSRX was incepted earlier than SCMIX: BGSRX (18 years) vs SCMIX (25 years). BGSRX (1.53) is less costly to investors than SCMIX (0.87). BGSRX is a more actively managed with annual turnover of: 52.00 vs. SCMIX (33.00). SCMIX has a lower initial minimum investment than BGSRX: SCMIX (0) vs BGSRX (100). SCMIX annual gain was more profitable for investors over the last year : 74.28 vs. BGSRX (20.73). SCMIX return over 5 years is better than : 105.07 vs. BGSRX (31.20).
| BGSRX | SCMIX | BGSRX / SCMIX | |
| Total Expense Ratio | 1.39 | 0.87 | 160% |
| Annual Report Gross Expense Ratio | 1.53 | 0.87 | 176% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 17.622 | 52.307 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.84B | 28.7B | 27% |
| Annual Yield % from dividends | 1.03 | 0.00 | - |
| Returns for 1 year | 20.73 | 74.28 | 28% |
| Returns for 3 years | 83.38 | 139.63 | 60% |
| Returns for 5 years | 31.20 | 105.07 | 30% |
| Returns for 10 years | 367.65 | 346.53 | 106% |
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