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BXMYX vs SMSAX
BXMYX vs SMSAX Comparison Chart
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BXMYX vs. SMSAX commentary
Apr 11, 2025
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 BXMYX is a Hold and SMSAX is a Hold.
FUNDAMENTALS
Fundamentals
BXMYX has more cash in the bank: 3.63B vs. SMSAX (234M). BXMYX (5.78) and SMSAX (5.60) have matching dividends . BXMYX was incepted earlier than SMSAX: BXMYX (10 years) vs SMSAX (15 years). BXMYX (5.14) is less costly to investors than SMSAX (3.72). BXMYX is a more actively managed with annual turnover of: 556.00 vs. SMSAX (277.00). BXMYX has a lower initial minimum investment than SMSAX: BXMYX (0) vs SMSAX (100000). BXMYX annual gain was more profitable for investors over the last year : 1.71 vs. SMSAX (-0.94). BXMYX return over 5 years is better than : 30.07 vs. SMSAX (13.63).
| BXMYX | SMSAX | BXMYX / SMSAX | |
| Total Expense Ratio | 5.14 | 1.35 | 381% |
| Annual Report Gross Expense Ratio | 5.14 | 3.72 | 138% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | -1.690 | -4.440 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 234M | 1,552% |
| Annual Yield % from dividends | 5.78 | 5.60 | 103% |
| Returns for 1 year | 1.71 | -0.94 | -182% |
| Returns for 3 years | 10.01 | 4.05 | 247% |
| Returns for 5 years | 30.07 | 13.63 | 221% |
| Returns for 10 years | 20.44 | 7.62 | 268% |
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