BXMIX
Price
$11.35
Change
-$0.02 (-0.18%)
Updated
Jun 2 closing price
Net Assets
3.75B
SMSAX
Price
$10.69
Change
+$0.06 (+0.56%)
Updated
Jun 2 closing price
Net Assets
240.97M
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BXMIX vs SMSAX

Header iconBXMIX vs SMSAX Comparison
Open Charts BXMIX vs SMSAXBanner chart's image
BXMIX vs SMSAX Comparison Chart in %
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BXMIX vs. SMSAX commentary
Jun 04, 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.

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FUNDAMENTALS
Fundamentals
BXMIX has more cash in the bank: 3.75B 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 : 16.21 vs. BXMIX (10.21). BXMIX return over 5 years is better than : 22.11 vs. SMSAX (19.01).
BXMIXSMSAXBXMIX / SMSAX
Total Expense Ratio3.772.18173%
Annual Report Gross Expense Ratio3.852.93131%
Fund Existence12 years16 years-
Gain YTD3.6466.72754%
Front LoadN/AN/A-
Min. Initial Investment100000100000100%
Min. Initial Investment IRAN/AN/A-
Net Assets3.75B241M1,556%
Annual Yield % from dividends5.334.75112%
Returns for 1 year10.2116.2163%
Returns for 3 years28.9433.3787%
Returns for 5 years22.1119.01116%
Returns for 10 years40.5838.98104%
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