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BASIX vs STBDX
BASIX vs STBDX Comparison
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BASIX vs STBDX Comparison Chart in %
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BASIX vs. STBDX commentary
Jun 04, 2026
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 BASIX is a Hold and STBDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BASIX has more cash in the bank: 48.3B vs. STBDX (1.37B). STBDX pays higher dividends than BASIX: STBDX (4.77) vs BASIX (4.43). BASIX was incepted earlier than STBDX: BASIX (18 years) vs STBDX (7 years). STBDX (2.61) is less costly to investors than BASIX (0.99). BASIX is a more actively managed with annual turnover of: 1006.00 vs. STBDX (190.00). BASIX has a lower initial minimum investment than STBDX: BASIX (1000) vs STBDX (10000). BASIX annual gain was more profitable for investors over the last year : 6.09 vs. STBDX (4.89). BASIX return over 5 years is better than : 13.34 vs. STBDX (5.23).
| BASIX | STBDX | BASIX / STBDX | |
| Total Expense Ratio | 0.98 | 2.61 | 38% |
| Annual Report Gross Expense Ratio | 0.99 | 2.61 | 38% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 1.470 | 0.845 | 174% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 10000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.3B | 1.37B | 3,526% |
| Annual Yield % from dividends | 4.43 | 4.77 | 93% |
| Returns for 1 year | 6.09 | 4.89 | 125% |
| Returns for 3 years | 21.16 | 10.67 | 198% |
| Returns for 5 years | 13.34 | 5.23 | 255% |
| Returns for 10 years | 40.22 | N/A | - |
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