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BXMIX vs SMSAX
BXMIX vs SMSAX Comparison Chart in %
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BXMIX vs. SMSAX commentary
Sep 18, 2025
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 BXMIX is a Hold and SMSAX is a Buy.
FUNDAMENTALS
Fundamentals
BXMIX has more cash in the bank: 3.85B vs. SMSAX (241M). BXMIX (5.47) and SMSAX (5.22) have matching dividends . BXMIX was incepted earlier than SMSAX: BXMIX (11 years) vs SMSAX (15 years). BXMIX (3.85) and SMSAX (3.72) have similar cost to investors . BXMIX is a more actively managed with annual turnover of: 397.00 vs. SMSAX (277.00). BXMIX (100000) and SMSAX (100000) have matching initial minimum investment requirements. BXMIX annual gain was more profitable for investors over the last year : 8.90 vs. SMSAX (8.42). BXMIX return over 5 years is better than : 26.95 vs. SMSAX (15.66).
| BXMIX | SMSAX | BXMIX / SMSAX | |
| Total Expense Ratio | 3.77 | 1.35 | 279% |
| Annual Report Gross Expense Ratio | 3.85 | 3.72 | 103% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 6.443 | 6.871 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.85B | 241M | 1,598% |
| Annual Yield % from dividends | 5.47 | 5.22 | 105% |
| Returns for 1 year | 8.90 | 8.42 | 106% |
| Returns for 3 years | 25.05 | 22.65 | 111% |
| Returns for 5 years | 26.95 | 15.66 | 172% |
| Returns for 10 years | 28.95 | 25.21 | 115% |
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