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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
Sep 13, 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: 49.6B vs. MWSIX (59.4M). MWSIX pays higher dividends than BSIIX: MWSIX (5.11) 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 annual gain was more profitable for investors over the last year : 2.66 vs. BSIIX (2.41). MWSIX return over 5 years is better than : 17.72 vs. BSIIX (13.85).
| 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 | 1.214 | 0.974 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.6B | 59.4M | 83,502% |
| Annual Yield % from dividends | 4.76 | 5.11 | 93% |
| Returns for 1 year | 2.41 | 2.66 | 91% |
| Returns for 3 years | 21.02 | 21.08 | 100% |
| Returns for 5 years | 13.85 | 17.72 | 78% |
| Returns for 10 years | 41.04 | 42.16 | 97% |
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