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BSIIX vs MWSIX
BSIIX vs MWSIX Comparison
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BSIIX vs MWSIX Comparison Chart in %
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BSIIX vs. MWSIX 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 BSIIX is a Hold and MWSIX is a Hold.
FUNDAMENTALS
Fundamentals
BSIIX has more cash in the bank: 49B vs. MWSIX (59.5M). MWSIX pays higher dividends than BSIIX: MWSIX (5.54) vs BSIIX (4.76). BSIIX was incepted earlier than MWSIX: BSIIX (19 years) vs MWSIX (22 years). MWSIX (1.10) is less costly to investors than BSIIX (0.72). BSIIX is a more actively managed with annual turnover of: 1006.00 vs. MWSIX (302.00). BSIIX has a lower initial minimum investment than MWSIX: BSIIX (2000000) vs MWSIX (3000000). MWSIX (4.79) and BSIIX (4.73) have marching annual gain over last year. MWSIX return over 5 years is better than : 19.14 vs. BSIIX (15.38).
| BSIIX | MWSIX | BSIIX / MWSIX | |
| Total Expense Ratio | 0.72 | 0.80 | 90% |
| Annual Report Gross Expense Ratio | 0.72 | 1.10 | 65% |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 1.862 | 1.806 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49B | 59.5M | 82,353% |
| Annual Yield % from dividends | 4.76 | 5.54 | 86% |
| Returns for 1 year | 4.73 | 4.79 | 99% |
| Returns for 3 years | 22.70 | 23.34 | 97% |
| Returns for 5 years | 15.38 | 19.14 | 80% |
| Returns for 10 years | 41.92 | 43.54 | 96% |
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