Interact to see
Advertisement
Advertisement
SRDAX vs WRPRX
SRDAX vs WRPRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SRDAX vs. WRPRX commentary
Oct 23, 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 WRPRX is a Hold.
FUNDAMENTALS
Fundamentals
SRDAX has more cash in the bank: 1.94B vs. WRPRX (108M). SRDAX pays higher dividends than WRPRX: SRDAX (8.16) vs WRPRX (3.28). SRDAX was incepted earlier than WRPRX: SRDAX (5 years) vs WRPRX (7 years). SRDAX (2.15) is less costly to investors than WRPRX (1.41). SRDAX is a more actively managed with annual turnover of: 35.60 vs. WRPRX (0.00). WRPRX has a lower initial minimum investment than SRDAX: WRPRX (0) vs SRDAX (500000). WRPRX annual gain was more profitable for investors over the last year : 8.87 vs. SRDAX (2.45). SRDAX return over 5 years is better than : 38.33 vs. WRPRX (27.84).
| SRDAX | WRPRX | SRDAX / WRPRX | |
| Total Expense Ratio | 2.13 | 0.64 | 333% |
| Annual Report Gross Expense Ratio | 2.15 | 1.41 | 152% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | -0.843 | 3.129 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 108M | 1,794% |
| Annual Yield % from dividends | 8.16 | 3.28 | 249% |
| Returns for 1 year | 2.45 | 8.87 | 28% |
| Returns for 3 years | 30.48 | 11.44 | 266% |
| Returns for 5 years | 38.33 | 27.84 | 138% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement