Interact to see
Advertisement
Advertisement
BSIIX vs MWSIX
BSIIX vs MWSIX Comparison
Open Charts BSIIX vs MWSIX
BSIIX vs MWSIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BSIIX vs. MWSIX 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 BSIIX is a Hold and MWSIX is a Hold.
FUNDAMENTALS
Fundamentals
BSIIX has more cash in the bank: 48.5B vs. MWSIX (58.5M). 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 (302.00). BSIIX has a lower initial minimum investment than MWSIX: BSIIX (2000000) vs MWSIX (3000000). BSIIX (5.59) and MWSIX (5.38) have marching annual gain over last year. MWSIX return over 5 years is better than : 18.79 vs. BSIIX (15.19).
| 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 | 1.872 | 1.549 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.5B | 58.5M | 82,906% |
| Annual Yield % from dividends | 4.69 | 5.60 | 84% |
| Returns for 1 year | 5.59 | 5.38 | 104% |
| Returns for 3 years | 21.59 | 22.06 | 98% |
| Returns for 5 years | 15.19 | 18.79 | 81% |
| Returns for 10 years | 43.05 | 43.95 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers