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BXMIX vs SMSAX
BXMIX vs SMSAX Comparison
Open Charts BXMIX vs SMSAX
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.
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).
| 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 | 3.646 | 6.727 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 241M | 1,556% |
| Annual Yield % from dividends | 5.33 | 4.75 | 112% |
| Returns for 1 year | 10.21 | 16.21 | 63% |
| Returns for 3 years | 28.94 | 33.37 | 87% |
| Returns for 5 years | 22.11 | 19.01 | 116% |
| Returns for 10 years | 40.58 | 38.98 | 104% |
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