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SRDAX vs WRPIX
SRDAX vs WRPIX Comparison Chart
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SRDAX vs. WRPIX commentary
May 22, 2025
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 SRDAX is a Hold and WRPIX is a Hold.
FUNDAMENTALS
Fundamentals
SRDAX has more cash in the bank: 1.72B vs. WRPIX (101M). SRDAX pays higher dividends than WRPIX: SRDAX (8.62) vs WRPIX (3.37). SRDAX was incepted earlier than WRPIX: SRDAX (5 years) vs WRPIX (6 years). SRDAX (2.15) is less costly to investors than WRPIX (1.51). SRDAX is a more actively managed with annual turnover of: 35.60 vs. WRPIX (0.00). SRDAX has a lower initial minimum investment than WRPIX: SRDAX (500000) vs WRPIX (1000000). SRDAX annual gain was more profitable for investors over the last year : 3.57 vs. WRPIX (2.93). SRDAX return over 5 years is better than : 36.52 vs. WRPIX (17.08).
| SRDAX | WRPIX | SRDAX / WRPIX | |
| Total Expense Ratio | 2.13 | 0.74 | 288% |
| Annual Report Gross Expense Ratio | 2.15 | 1.51 | 142% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | -4.686 | -3.378 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 101M | 1,706% |
| Annual Yield % from dividends | 8.62 | 3.37 | 256% |
| Returns for 1 year | 3.57 | 2.93 | 122% |
| Returns for 3 years | 21.18 | 8.09 | 262% |
| Returns for 5 years | 36.52 | 17.08 | 214% |
| Returns for 10 years | N/A | N/A | - |
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