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SRDAX vs WRPIX
SRDAX vs WRPIX Comparison Chart in %
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SRDAX vs. WRPIX commentary
Jul 11, 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: 1.75B vs. WRPIX (101M). SRDAX pays higher dividends than WRPIX: SRDAX (8.54) 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 : 3.88 vs. WRPIX (0.43). SRDAX return over 5 years is better than : 33.62 vs. WRPIX (19.57).
| 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 | -4.405 | -3.378 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 101M | 1,732% |
| Annual Yield % from dividends | 8.54 | 3.37 | 253% |
| Returns for 1 year | 3.88 | 0.43 | 905% |
| Returns for 3 years | 23.81 | 5.12 | 465% |
| Returns for 5 years | 33.62 | 19.57 | 172% |
| Returns for 10 years | N/A | N/A | - |
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