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BKMBX vs SRDAX
BKMBX vs SRDAX Comparison Chart
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BKMBX vs. SRDAX commentary
May 22, 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 BKMBX is a Hold and SRDAX is a Hold.
FUNDAMENTALS
Fundamentals
BKMBX has more cash in the bank: 7.69B vs. SRDAX (1.72B). SRDAX pays higher dividends than BKMBX: SRDAX (8.62) vs BKMBX (4.05). BKMBX was incepted earlier than SRDAX: BKMBX (5 years) vs SRDAX (5 years). SRDAX (2.15) is less costly to investors than BKMBX (0.82). BKMBX is a more actively managed with annual turnover of: 242.00 vs. SRDAX (35.60). SRDAX has a lower initial minimum investment than BKMBX: SRDAX (500000) vs BKMBX (5000000). BKMBX annual gain was more profitable for investors over the last year : 6.65 vs. SRDAX (3.57).
| BKMBX | SRDAX | BKMBX / SRDAX | |
| Total Expense Ratio | 0.82 | 2.13 | 38% |
| Annual Report Gross Expense Ratio | 0.82 | 2.15 | 38% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 2.973 | -4.686 | -63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 500000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.69B | 1.72B | 446% |
| Annual Yield % from dividends | 4.05 | 8.62 | 47% |
| Returns for 1 year | 6.65 | 3.57 | 186% |
| Returns for 3 years | 16.95 | 21.18 | 80% |
| Returns for 5 years | N/A | 36.52 | - |
| Returns for 10 years | N/A | N/A | - |
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