Interact to see
Advertisement
Advertisement
BDMAX vs BDMIX
BDMAX vs BDMIX Comparison
Open Charts BDMAX vs BDMIX
BDMAX vs BDMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BDMAX vs. BDMIX 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 BDMAX is a Hold and BDMIX is a Hold.
FUNDAMENTALS
Fundamentals
BDMAX (12.7B) and BDMIX (12.7B) have equal amount of cash in the bank . BDMIX (6.24) and BDMAX (6.21) have matching dividends . BDMAX was incepted earlier than BDMIX: BDMAX (13 years) vs BDMIX (13 years). BDMAX (1.70) is less costly to investors than BDMIX (1.42). BDMAX (44.00) and BDMIX (44.00) have comparable annual turnover. BDMAX has a lower initial minimum investment than BDMIX: BDMAX (1000) vs BDMIX (2000000). BDMIX (18.78) and BDMAX (18.47) have marching annual gain over last year. BDMIX (77.28) and BDMAX (75.15) have equivalent 5 years return.
| BDMAX | BDMIX | BDMAX / BDMIX | |
| Total Expense Ratio | 1.59 | 1.34 | 119% |
| Annual Report Gross Expense Ratio | 1.70 | 1.42 | 120% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 11.860 | 12.003 | 99% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 12.7B | 100% |
| Annual Yield % from dividends | 6.21 | 6.24 | 100% |
| Returns for 1 year | 18.47 | 18.78 | 98% |
| Returns for 3 years | 75.29 | 76.55 | 98% |
| Returns for 5 years | 75.15 | 77.28 | 97% |
| Returns for 10 years | 95.96 | 100.54 | 95% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JWWFX | 135.66 | 0.24 | +0.18% |
| Janus Henderson Global Research I | |||
| PMFMX | 25.23 | N/A | N/A |
| Principal MidCap S&P 400 Index R3 | |||
| TMIRX | 9.18 | N/A | N/A |
| Transamerica Mid Cap Growth R | |||
| SGIGX | 38.80 | N/A | N/A |
| Steward Global Equity Income Fund R6 | |||
| FWCBX | 81.90 | N/A | N/A |
| American Funds Capital Income Bldr 529F3 | |||