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BXMIX vs SMSAX
BXMIX vs SMSAX Comparison Chart
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BXMIX vs. SMSAX commentary
Dec 25, 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 Hold and SMSAX is a Hold.
FUNDAMENTALS
Fundamentals
BXMIX has more cash in the bank: 3.61B vs. SMSAX (258M). 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. BXMIX annual gain was more profitable for investors over the last year : 7.25 vs. SMSAX (6.48). SMSAX (13.13) and BXMIX (12.92) 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 | 7.051 | 6.290 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.61B | 258M | 1,398% |
| Annual Yield % from dividends | 3.37 | 4.24 | 79% |
| Returns for 1 year | 7.25 | 6.48 | 112% |
| Returns for 3 years | 10.51 | 8.50 | 124% |
| Returns for 5 years | 12.92 | 13.13 | 98% |
| Returns for 10 years | 25.75 | 14.25 | 181% |
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