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BXMIX vs SMSAX
BXMIX vs SMSAX Comparison Chart
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BXMIX vs. SMSAX commentary
Feb 23, 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: 3.69B vs. SMSAX (251M). SMSAX pays higher dividends than BXMIX: SMSAX (4.24) vs BXMIX (3.37). BXMIX was incepted earlier than SMSAX: BXMIX (11 years) vs SMSAX (15 years). BXMIX is a more actively managed with annual turnover of: 846.00 vs. SMSAX (434.00). BXMIX (100000) and SMSAX (100000) have matching initial minimum investment requirements. SMSAX annual gain was more profitable for investors over the last year : 7.33 vs. BXMIX (6.83). SMSAX (12.97) and BXMIX (12.71) have equivalent 5 years return.
| BXMIX | SMSAX | BXMIX / SMSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 1.027 | 0.634 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 251M | 1,471% |
| Annual Yield % from dividends | 3.37 | 4.24 | 79% |
| Returns for 1 year | 6.83 | 7.33 | 93% |
| Returns for 3 years | 14.45 | 9.69 | 149% |
| Returns for 5 years | 12.71 | 12.97 | 98% |
| Returns for 10 years | 24.29 | 14.36 | 169% |
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