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BXMIX vs SRDAX
BXMIX vs SRDAX Comparison Chart
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BXMIX 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 BXMIX is a Hold and SRDAX is a Hold.
FUNDAMENTALS
Fundamentals
BXMIX has more cash in the bank: 3.7B vs. SRDAX (1.72B). SRDAX pays higher dividends than BXMIX: SRDAX (8.62) vs BXMIX (5.71). BXMIX was incepted earlier than SRDAX: BXMIX (11 years) vs SRDAX (5 years). BXMIX (5.22) is less costly to investors than SRDAX (2.15). BXMIX is a more actively managed with annual turnover of: 556.00 vs. SRDAX (35.60). BXMIX has a lower initial minimum investment than SRDAX: BXMIX (100000) vs SRDAX (500000). SRDAX (3.57) and BXMIX (3.55) have marching annual gain over last year. SRDAX return over 5 years is better than : 36.52 vs. BXMIX (29.29).
| BXMIX | SRDAX | BXMIX / SRDAX | |
| Total Expense Ratio | 5.22 | 2.13 | 245% |
| Annual Report Gross Expense Ratio | 5.22 | 2.15 | 243% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 1.027 | -4.686 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 500000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 1.72B | 215% |
| Annual Yield % from dividends | 5.71 | 8.62 | 66% |
| Returns for 1 year | 3.55 | 3.57 | 99% |
| Returns for 3 years | 16.36 | 21.18 | 77% |
| Returns for 5 years | 29.29 | 36.52 | 80% |
| Returns for 10 years | 22.39 | N/A | - |
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