| 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% |