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BXMIX vs SMSAX
BXMIX vs SMSAX Comparison Chart
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BXMIX vs. SMSAX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
BXMIX has more cash in the bank: 3.63B vs. SMSAX (234M). BXMIX (5.73) and SMSAX (5.60) have matching dividends . BXMIX was incepted earlier than SMSAX: BXMIX (11 years) vs SMSAX (15 years). BXMIX (5.22) is less costly to investors than SMSAX (3.72). BXMIX is a more actively managed with annual turnover of: 556.00 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 : 1.79 vs. SMSAX (-0.94). BXMIX return over 5 years is better than : 29.65 vs. SMSAX (13.63).
| BXMIX | SMSAX | BXMIX / SMSAX | |
| Total Expense Ratio | 5.22 | 1.35 | 387% |
| Annual Report Gross Expense Ratio | 5.22 | 3.72 | 140% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | -1.587 | -4.440 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 234M | 1,552% |
| Annual Yield % from dividends | 5.73 | 5.60 | 102% |
| Returns for 1 year | 1.79 | -0.94 | -190% |
| Returns for 3 years | 9.79 | 4.05 | 241% |
| Returns for 5 years | 29.65 | 13.63 | 217% |
| Returns for 10 years | 19.56 | 7.62 | 257% |
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