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BXMIX vs SMSAX
BXMIX vs SMSAX Comparison Chart in %
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BXMIX vs. SMSAX commentary
Oct 19, 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 BXMIX is a Hold and SMSAX is a Hold.
FUNDAMENTALS
Fundamentals
BXMIX has more cash in the bank: 3.89B vs. SMSAX (240M). BXMIX (5.39) and SMSAX (5.16) have matching dividends . BXMIX was incepted earlier than SMSAX: BXMIX (11 years) vs SMSAX (16 years). BXMIX (3.85) and SMSAX (3.72) have similar cost to investors . BXMIX is a more actively managed with annual turnover of: 397.00 vs. SMSAX (277.00). BXMIX (100000) and SMSAX (100000) have matching initial minimum investment requirements. BXMIX annual gain was more profitable for investors over the last year : 9.25 vs. SMSAX (7.42). BXMIX return over 5 years is better than : 29.90 vs. SMSAX (15.53).
| BXMIX | SMSAX | BXMIX / SMSAX | |
| Total Expense Ratio | 3.77 | 1.35 | 279% |
| Annual Report Gross Expense Ratio | 3.85 | 3.72 | 103% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 7.843 | 7.717 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.89B | 240M | 1,620% |
| Annual Yield % from dividends | 5.39 | 5.16 | 105% |
| Returns for 1 year | 9.25 | 7.42 | 125% |
| Returns for 3 years | 27.59 | 25.24 | 109% |
| Returns for 5 years | 29.90 | 15.53 | 193% |
| Returns for 10 years | 32.42 | 26.07 | 124% |
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