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BSIIX vs MWSTX
BSIIX vs MWSTX Comparison
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BSIIX vs MWSTX Comparison Chart in %
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BSIIX vs. MWSTX 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 MWSTX is a Hold.
FUNDAMENTALS
Fundamentals
BSIIX has more cash in the bank: 49.6B vs. MWSTX (59.4M). MWSTX (4.90) and BSIIX (4.76) have matching dividends . BSIIX was incepted earlier than MWSTX: BSIIX (19 years) vs MWSTX (23 years). MWSTX (1.43) is less costly to investors than BSIIX (0.72). BSIIX is a more actively managed with annual turnover of: 1006.00 vs. MWSTX (302.00). MWSTX has a lower initial minimum investment than BSIIX: MWSTX (5000) vs BSIIX (2000000). BSIIX annual gain was more profitable for investors over the last year : 2.41 vs. MWSTX (2.26). MWSTX return over 5 years is better than : 16.17 vs. BSIIX (13.85).
| BSIIX | MWSTX | BSIIX / MWSTX | |
| Total Expense Ratio | 0.72 | 1.04 | 69% |
| Annual Report Gross Expense Ratio | 0.72 | 1.43 | 50% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 1.214 | 0.665 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.6B | 59.4M | 83,502% |
| Annual Yield % from dividends | 4.76 | 4.90 | 97% |
| Returns for 1 year | 2.41 | 2.26 | 107% |
| Returns for 3 years | 21.02 | 20.06 | 105% |
| Returns for 5 years | 13.85 | 16.17 | 86% |
| Returns for 10 years | 41.04 | 38.63 | 106% |
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