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BXMIX vs SMSAX
BXMIX vs SMSAX Comparison Chart
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BXMIX vs. SMSAX commentary
Nov 14, 2024
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 Sell and SMSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BXMIX has more cash in the bank: 3.72B vs. SMSAX (264M). SMSAX pays higher dividends than BXMIX: SMSAX (4.24) vs BXMIX (3.37). BXMIX was incepted earlier than SMSAX: BXMIX (10 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 : 10.44 vs. BXMIX (9.36). SMSAX return over 5 years is better than : 13.48 vs. BXMIX (11.94).
| BXMIX | SMSAX | BXMIX / SMSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 6.641 | 6.290 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.72B | 264M | 1,411% |
| Annual Yield % from dividends | 3.37 | 4.24 | 79% |
| Returns for 1 year | 9.36 | 10.44 | 90% |
| Returns for 3 years | 5.88 | 1.06 | 554% |
| Returns for 5 years | 11.94 | 13.48 | 89% |
| Returns for 10 years | 26.04 | 14.37 | 181% |
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