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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
Aug 14, 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: 3.62B vs. SMSAX (237M). BXMIX pays higher dividends than SMSAX: BXMIX (5.24) vs SMSAX (4.79). BXMIX was incepted earlier than SMSAX: BXMIX (12 years) vs SMSAX (16 years). BXMIX (3.68) 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 annual gain was more profitable for investors over the last year : 12.62 vs. BXMIX (10.58). BXMIX return over 5 years is better than : 25.21 vs. SMSAX (22.31).
| BXMIX | SMSAX | BXMIX / SMSAX | |
| Total Expense Ratio | 3.66 | 1.94 | 189% |
| Annual Report Gross Expense Ratio | 3.68 | 2.93 | 126% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 6.472 | 7.731 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 237M | 1,528% |
| Annual Yield % from dividends | 5.24 | 4.79 | 109% |
| Returns for 1 year | 10.58 | 12.62 | 84% |
| Returns for 3 years | 29.04 | 32.76 | 89% |
| Returns for 5 years | 25.21 | 22.31 | 113% |
| Returns for 10 years | 43.84 | 38.54 | 114% |
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