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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
Jul 23, 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 Hold.
FUNDAMENTALS
Fundamentals
BXMIX has more cash in the bank: 3.57B vs. SMSAX (236M). BXMIX pays higher dividends than SMSAX: BXMIX (5.25) vs SMSAX (4.73). 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: 547.00 vs. SMSAX (358.00). BXMIX (100000) and SMSAX (100000) have matching initial minimum investment requirements. SMSAX (10.93) and BXMIX (10.64) have marching annual gain over last year. BXMIX return over 5 years is better than : 23.02 vs. SMSAX (20.02).
| BXMIX | SMSAX | BXMIX / SMSAX | |
| Total Expense Ratio | 3.77 | 1.94 | 194% |
| Annual Report Gross Expense Ratio | 3.85 | 2.93 | 131% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 5.287 | 6.325 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.57B | 236M | 1,512% |
| Annual Yield % from dividends | 5.25 | 4.73 | 111% |
| Returns for 1 year | 10.64 | 10.93 | 97% |
| Returns for 3 years | 27.97 | 30.47 | 92% |
| Returns for 5 years | 23.02 | 20.02 | 115% |
| Returns for 10 years | 42.24 | 37.16 | 114% |
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