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BMBCX vs SMSAX
BMBCX vs SMSAX Comparison Chart in %
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BMBCX vs. SMSAX commentary
Jul 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 BMBCX is a Hold and SMSAX is a Buy.
FUNDAMENTALS
Fundamentals
BMBCX has more cash in the bank: 7.8B vs. SMSAX (243M). SMSAX pays higher dividends than BMBCX: SMSAX (5.33) vs BMBCX (3.03). BMBCX was incepted earlier than SMSAX: BMBCX (10 years) vs SMSAX (15 years). SMSAX (3.72) is less costly to investors than BMBCX (1.89). SMSAX is a more actively managed with annual turnover of: 277.00 vs. BMBCX (242.00). BMBCX has a lower initial minimum investment than SMSAX: BMBCX (1000) vs SMSAX (100000). SMSAX annual gain was more profitable for investors over the last year : 8.02 vs. BMBCX (5.79). SMSAX return over 5 years is better than : 17.71 vs. BMBCX (3.22).
| BMBCX | SMSAX | BMBCX / SMSAX | |
| Total Expense Ratio | 1.89 | 1.35 | 140% |
| Annual Report Gross Expense Ratio | 1.89 | 3.72 | 51% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 2.897 | 4.968 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.8B | 243M | 3,210% |
| Annual Yield % from dividends | 3.03 | 5.33 | 57% |
| Returns for 1 year | 5.79 | 8.02 | 72% |
| Returns for 3 years | 4.24 | 21.78 | 19% |
| Returns for 5 years | 3.22 | 17.71 | 18% |
| Returns for 10 years | 24.27 | 20.98 | 116% |
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