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BGSRX vs SCMIX
BGSRX vs SCMIX Comparison
Open Charts BGSRX vs SCMIX
BGSRX vs SCMIX Comparison Chart in %
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BGSRX vs. SCMIX commentary
Jul 14, 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 StrongBuy and SCMIX is a Hold.
FUNDAMENTALS
Fundamentals
SCMIX has more cash in the bank: 28.7B vs. BGSRX (8.3B). BGSRX pays higher dividends than SCMIX: BGSRX (0.86) 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 : 84.81 vs. BGSRX (31.29). SCMIX return over 5 years is better than : 104.50 vs. BGSRX (45.45).
| 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 | 34.403 | 53.048 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.3B | 28.7B | 29% |
| Annual Yield % from dividends | 0.86 | 0.00 | - |
| Returns for 1 year | 31.29 | 84.81 | 37% |
| Returns for 3 years | 97.20 | 131.19 | 74% |
| Returns for 5 years | 45.45 | 104.50 | 43% |
| Returns for 10 years | 465.99 | 377.48 | 123% |
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