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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
Sep 19, 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: 158B vs. SRIDX (21.1M). SRIDX pays higher dividends than RWBEX: SRIDX (1.19) vs RWBEX (0.94). 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 : 10.13 vs. SRIDX (2.04). RWBEX return over 5 years is better than : 31.02 vs. SRIDX (-7.42).
| 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 | 14.852 | 8.175 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 21.1M | 748,815% |
| Annual Yield % from dividends | 0.94 | 1.19 | 79% |
| Returns for 1 year | 10.13 | 2.04 | 496% |
| Returns for 3 years | 48.54 | 21.80 | 223% |
| Returns for 5 years | 31.02 | -7.42 | -418% |
| Returns for 10 years | 91.84 | 6.34 | 1,448% |
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