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BXMIX vs SMSAX
BXMIX vs SMSAX Comparison
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BXMIX vs SMSAX Comparison Chart in %
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BXMIX vs. SMSAX commentary
Jun 24, 2026
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: 3.73B vs. SMSAX (241M). BXMIX pays higher dividends than SMSAX: BXMIX (5.33) vs SMSAX (4.75). BXMIX was incepted earlier than SMSAX: BXMIX (12 years) vs SMSAX (16 years). BXMIX (3.85) is less costly to investors than SMSAX (2.93). BXMIX is a more actively managed with annual turnover of: 397.00 vs. SMSAX (358.00). BXMIX (100000) and SMSAX (100000) have matching initial minimum investment requirements. SMSAX annual gain was more profitable for investors over the last year : 15.64 vs. BXMIX (10.68). BXMIX return over 5 years is better than : 22.06 vs. SMSAX (19.91).
| BXMIX | SMSAX | BXMIX / SMSAX | |
| Total Expense Ratio | 3.77 | 2.18 | 173% |
| Annual Report Gross Expense Ratio | 3.85 | 2.93 | 131% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 4.467 | 7.530 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.73B | 241M | 1,549% |
| Annual Yield % from dividends | 5.33 | 4.75 | 112% |
| Returns for 1 year | 10.68 | 15.64 | 68% |
| Returns for 3 years | 28.83 | 33.94 | 85% |
| Returns for 5 years | 22.06 | 19.91 | 111% |
| Returns for 10 years | 43.26 | 40.62 | 106% |
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