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BXMIX vs SMSAX
BXMIX vs SMSAX Comparison Chart in %
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BXMIX vs. SMSAX commentary
Aug 07, 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: 3.87B vs. SMSAX (240M). BXMIX pays higher dividends than SMSAX: BXMIX (5.57) vs SMSAX (5.29). 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 : 8.69 vs. BXMIX (8.09). BXMIX return over 5 years is better than : 25.38 vs. SMSAX (15.91).
| 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 | 3.361 | 5.074 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.87B | 240M | 1,612% |
| Annual Yield % from dividends | 5.57 | 5.29 | 105% |
| Returns for 1 year | 8.09 | 8.69 | 93% |
| Returns for 3 years | 21.07 | 20.98 | 100% |
| Returns for 5 years | 25.38 | 15.91 | 159% |
| Returns for 10 years | 24.38 | 20.86 | 117% |
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