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BXMIX vs SRDAX
BXMIX vs SRDAX Comparison Chart in %
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BXMIX vs. SRDAX commentary
Sep 12, 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 SRDAX is a Hold.
FUNDAMENTALS
Fundamentals
BXMIX has more cash in the bank: 3.85B vs. SRDAX (1.89B). SRDAX pays higher dividends than BXMIX: SRDAX (8.32) vs BXMIX (5.47). BXMIX was incepted earlier than SRDAX: BXMIX (11 years) vs SRDAX (5 years). BXMIX (3.85) is less costly to investors than SRDAX (2.15). BXMIX is a more actively managed with annual turnover of: 397.00 vs. SRDAX (35.60). BXMIX has a lower initial minimum investment than SRDAX: BXMIX (100000) vs SRDAX (500000). BXMIX annual gain was more profitable for investors over the last year : 9.21 vs. SRDAX (3.17). SRDAX return over 5 years is better than : 40.79 vs. BXMIX (26.89).
| BXMIX | SRDAX | BXMIX / SRDAX | |
| Total Expense Ratio | 3.77 | 2.13 | 177% |
| Annual Report Gross Expense Ratio | 3.85 | 2.15 | 179% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 5.976 | -1.218 | -490% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 500000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.85B | 1.89B | 203% |
| Annual Yield % from dividends | 5.47 | 8.32 | 66% |
| Returns for 1 year | 9.21 | 3.17 | 291% |
| Returns for 3 years | 23.76 | 25.47 | 93% |
| Returns for 5 years | 26.89 | 40.79 | 66% |
| Returns for 10 years | 28.26 | N/A | - |
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