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BXMIX vs SMSAX
BXMIX vs SMSAX Comparison Chart in %
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BXMIX vs. SMSAX commentary
Jul 13, 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: 3.84B vs. SMSAX (243M). BXMIX (5.60) and SMSAX (5.33) 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: 397.00 vs. SMSAX (277.00). BXMIX (100000) and SMSAX (100000) have matching initial minimum investment requirements. SMSAX annual gain was more profitable for investors over the last year : 8.01 vs. BXMIX (4.89). BXMIX return over 5 years is better than : 26.09 vs. SMSAX (18.07).
| 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 | 2.801 | 5.391 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.84B | 243M | 1,579% |
| Annual Yield % from dividends | 5.60 | 5.33 | 105% |
| Returns for 1 year | 4.89 | 8.01 | 61% |
| Returns for 3 years | 21.14 | 23.75 | 89% |
| Returns for 5 years | 26.09 | 18.07 | 144% |
| Returns for 10 years | 24.42 | 20.86 | 117% |
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