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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
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 BSIIX is a Hold and MWSIX is a Hold.
FUNDAMENTALS
Fundamentals
BSIIX has more cash in the bank: 48.4B vs. MWSIX (57.4M). MWSIX pays higher dividends than BSIIX: MWSIX (5.60) vs BSIIX (4.69). BSIIX was incepted earlier than MWSIX: BSIIX (18 years) vs MWSIX (22 years). MWSIX (1.26) is less costly to investors than BSIIX (0.72). BSIIX is a more actively managed with annual turnover of: 1006.00 vs. MWSIX (237.00). BSIIX has a lower initial minimum investment than MWSIX: BSIIX (2000000) vs MWSIX (3000000). BSIIX annual gain was more profitable for investors over the last year : 6.14 vs. MWSIX (5.57). MWSIX return over 5 years is better than : 19.01 vs. BSIIX (15.22).
| BSIIX | MWSIX | BSIIX / MWSIX | |
| Total Expense Ratio | 0.72 | 0.80 | 90% |
| Annual Report Gross Expense Ratio | 0.72 | 1.26 | 57% |
| Fund Existence | 18 years | 22 years | - |
| Gain YTD | 1.787 | 1.233 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4B | 57.4M | 84,321% |
| Annual Yield % from dividends | 4.69 | 5.60 | 84% |
| Returns for 1 year | 6.14 | 5.57 | 110% |
| Returns for 3 years | 22.09 | 22.74 | 97% |
| Returns for 5 years | 15.22 | 19.01 | 80% |
| Returns for 10 years | 44.63 | 44.39 | 101% |
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