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BXMIX vs SRDBX
BXMIX vs SRDBX Comparison
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BXMIX vs SRDBX Comparison Chart in %
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BXMIX vs. SRDBX commentary
Aug 03, 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 BXMIX is a Hold and SRDBX is a Hold.
FUNDAMENTALS
Fundamentals
BXMIX has more cash in the bank: 3.57B vs. SRDBX (2.46B). SRDBX pays higher dividends than BXMIX: SRDBX (7.80) vs BXMIX (5.24). BXMIX was incepted earlier than SRDBX: BXMIX (12 years) vs SRDBX (6 years). BXMIX (3.85) is less costly to investors than SRDBX (2.22). BXMIX is a more actively managed with annual turnover of: 547.00 vs. SRDBX (27.93). BXMIX has a lower initial minimum investment than SRDBX: BXMIX (100000) vs SRDBX (500000). BXMIX annual gain was more profitable for investors over the last year : 10.24 vs. SRDBX (8.71). SRDBX return over 5 years is better than : 37.34 vs. BXMIX (23.47).
| BXMIX | SRDBX | BXMIX / SRDBX | |
| Total Expense Ratio | 3.77 | 2.22 | 170% |
| Annual Report Gross Expense Ratio | 3.85 | 2.22 | 173% |
| Fund Existence | 12 years | 6 years | - |
| Gain YTD | 5.287 | 5.193 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 500000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.57B | 2.46B | 145% |
| Annual Yield % from dividends | 5.24 | 7.80 | 67% |
| Returns for 1 year | 10.24 | 8.71 | 118% |
| Returns for 3 years | 27.00 | 18.95 | 142% |
| Returns for 5 years | 23.47 | 37.34 | 63% |
| Returns for 10 years | 42.66 | N/A | - |