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BXMIX vs SMSAX
BXMIX vs SMSAX Comparison Chart in %
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BXMIX vs. SMSAX commentary
Oct 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BXMIX has more cash in the bank: 3.89B vs. SMSAX (241M). BXMIX (5.39) and SMSAX (5.16) have matching dividends . BXMIX was incepted earlier than SMSAX: BXMIX (11 years) vs SMSAX (16 years). BXMIX (3.85) and SMSAX (3.72) have similar cost to investors . 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. BXMIX annual gain was more profitable for investors over the last year : 10.05 vs. SMSAX (7.64). BXMIX return over 5 years is better than : 29.32 vs. SMSAX (15.08).
| BXMIX | SMSAX | BXMIX / SMSAX | |
| Total Expense Ratio | 3.77 | 1.35 | 279% |
| Annual Report Gross Expense Ratio | 3.85 | 3.72 | 103% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 7.470 | 7.611 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.89B | 241M | 1,613% |
| Annual Yield % from dividends | 5.39 | 5.16 | 105% |
| Returns for 1 year | 10.05 | 7.64 | 132% |
| Returns for 3 years | 27.02 | 25.12 | 108% |
| Returns for 5 years | 29.32 | 15.08 | 194% |
| Returns for 10 years | 32.35 | 26.08 | 124% |
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