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RWBEX vs SRIDX
RWBEX vs SRIDX Comparison
Open Charts RWBEX vs SRIDX
RWBEX vs SRIDX Comparison Chart in %
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RWBEX vs. SRIDX commentary
Jun 20, 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 RWBEX is a Hold and SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 160B vs. SRIDX (21.7M). SRIDX pays higher dividends than RWBEX: SRIDX (1.25) vs RWBEX (0.96). RWBEX was incepted earlier than SRIDX: RWBEX (12 years) vs SRIDX (19 years). SRIDX (1.99) is less costly to investors than RWBEX (1.21). RWBEX is a more actively managed with annual turnover of: 44.00 vs. SRIDX (20.00). RWBEX has a lower initial minimum investment than SRIDX: RWBEX (250) vs SRIDX (1000). RWBEX annual gain was more profitable for investors over the last year : 20.85 vs. SRIDX (8.44). RWBEX return over 5 years is better than : 34.55 vs. SRIDX (-5.07).
| RWBEX | SRIDX | RWBEX / SRIDX | |
| Total Expense Ratio | 1.21 | 0.90 | 134% |
| Annual Report Gross Expense Ratio | 1.21 | 1.99 | 61% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 15.459 | 6.204 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 21.7M | 737,327% |
| Annual Yield % from dividends | 0.96 | 1.25 | 77% |
| Returns for 1 year | 20.85 | 8.44 | 247% |
| Returns for 3 years | 44.13 | 12.92 | 342% |
| Returns for 5 years | 34.55 | -5.07 | -682% |
| Returns for 10 years | 97.89 | 5.44 | 1,798% |
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