Interact to see
Advertisement
Advertisement
SRDAX vs WRPIX
SRDAX vs WRPIX Comparison
Open Charts SRDAX vs WRPIX
SRDAX vs WRPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SRDAX vs. WRPIX commentary
Jun 21, 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 SRDAX is a Hold and WRPIX is a Hold.
FUNDAMENTALS
Fundamentals
SRDAX has more cash in the bank: 2.23B vs. WRPIX (120M). SRDAX pays higher dividends than WRPIX: SRDAX (8.16) vs WRPIX (6.51). SRDAX was incepted earlier than WRPIX: SRDAX (6 years) vs WRPIX (7 years). SRDAX (1.92) is less costly to investors than WRPIX (1.05). SRDAX is a more actively managed with annual turnover of: 27.93 vs. WRPIX (0.00). SRDAX has a lower initial minimum investment than WRPIX: SRDAX (500000) vs WRPIX (1000000). WRPIX annual gain was more profitable for investors over the last year : 20.18 vs. SRDAX (8.93). SRDAX return over 5 years is better than : 40.00 vs. WRPIX (35.15).
| SRDAX | WRPIX | SRDAX / WRPIX | |
| Total Expense Ratio | 1.92 | 0.74 | 259% |
| Annual Report Gross Expense Ratio | 1.92 | 1.05 | 183% |
| Fund Existence | 6 years | 7 years | - |
| Gain YTD | 4.357 | 8.834 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 120M | 1,861% |
| Annual Yield % from dividends | 8.16 | 6.51 | 125% |
| Returns for 1 year | 8.93 | 20.18 | 44% |
| Returns for 3 years | 4.19 | 12.62 | 33% |
| Returns for 5 years | 40.00 | 35.15 | 114% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement