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PDBAX vs SRBFX
PDBAX vs SRBFX Comparison
Open Charts PDBAX vs SRBFX
PDBAX vs SRBFX Comparison Chart in %
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PDBAX vs. SRBFX 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 PDBAX is a Hold and SRBFX is a Hold.
FUNDAMENTALS
Fundamentals
PDBAX has more cash in the bank: 53.5B vs. SRBFX (3.14B). SRBFX pays higher dividends than PDBAX: SRBFX (4.86) vs PDBAX (4.29). PDBAX was incepted earlier than SRBFX: PDBAX (31 years) vs SRBFX (48 years). PDBAX (0.76) is less costly to investors than SRBFX (0.64). SRBFX is a more actively managed with annual turnover of: 229.00 vs. PDBAX (91.00). PDBAX has a lower initial minimum investment than SRBFX: PDBAX (1000) vs SRBFX (2000). SRBFX (6.20) and PDBAX (5.95) have marching annual gain over last year. PDBAX return over 5 years is better than : 0.85 vs. SRBFX (-0.26).
| PDBAX | SRBFX | PDBAX / SRBFX | |
| Total Expense Ratio | 0.75 | 0.49 | 153% |
| Annual Report Gross Expense Ratio | 0.76 | 0.64 | 119% |
| Fund Existence | 31 years | 48 years | - |
| Gain YTD | 0.522 | 0.694 | 75% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.5B | 3.14B | 1,707% |
| Annual Yield % from dividends | 4.29 | 4.86 | 88% |
| Returns for 1 year | 5.95 | 6.20 | 96% |
| Returns for 3 years | 16.02 | 17.84 | 90% |
| Returns for 5 years | 0.85 | -0.26 | -330% |
| Returns for 10 years | 17.63 | 18.51 | 95% |
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