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SRDAX vs SRDBX
SRDAX vs SRDBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SRDAX (1.89B) and SRDBX (1.89B) have equal amount of cash in the bank . SRDAX (8.32) and SRDBX (8.14) have matching dividends . SRDAX was incepted earlier than SRDBX: SRDAX (5 years) vs SRDBX (5 years). SRDBX (2.45) is less costly to investors than SRDAX (2.15). SRDAX (35.60) and SRDBX (35.60) have comparable annual turnover. SRDAX (500000) and SRDBX (500000) have matching initial minimum investment requirements. SRDAX annual gain was more profitable for investors over the last year : 3.17 vs. SRDBX (2.76). SRDAX return over 5 years is better than : 40.79 vs. SRDBX (38.56).
| SRDAX | SRDBX | SRDAX / SRDBX | |
| Total Expense Ratio | 2.13 | 2.43 | 88% |
| Annual Report Gross Expense Ratio | 2.15 | 2.45 | 88% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | -1.218 | -1.507 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 500000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 1.89B | 100% |
| Annual Yield % from dividends | 8.32 | 8.14 | 102% |
| Returns for 1 year | 3.17 | 2.76 | 115% |
| Returns for 3 years | 25.47 | 24.35 | 105% |
| Returns for 5 years | 40.79 | 38.56 | 106% |
| Returns for 10 years | N/A | N/A | - |
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