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BXMYX vs SMSAX
BXMYX vs SMSAX Comparison Chart
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BXMYX vs. SMSAX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
BXMYX has more cash in the bank: 3.73B vs. SMSAX (242M). BXMYX (5.72) and SMSAX (5.46) 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). SMSAX annual gain was more profitable for investors over the last year : 6.07 vs. BXMYX (5.02). BXMYX return over 5 years is better than : 26.87 vs. SMSAX (14.28).
| 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 | 1.784 | 2.431 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.73B | 242M | 1,541% |
| Annual Yield % from dividends | 5.72 | 5.46 | 105% |
| Returns for 1 year | 5.02 | 6.07 | 83% |
| Returns for 3 years | 15.90 | 15.31 | 104% |
| Returns for 5 years | 26.87 | 14.28 | 188% |
| Returns for 10 years | 25.06 | 17.11 | 146% |
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