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SRDAX vs WRPRX
SRDAX vs WRPRX Comparison Chart
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SRDAX vs. WRPRX 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 WRPRX is a Hold.
FUNDAMENTALS
Fundamentals
SRDAX has more cash in the bank: 1.72B vs. WRPRX (101M). SRDAX pays higher dividends than WRPRX: SRDAX (8.62) vs WRPRX (3.47). SRDAX was incepted earlier than WRPRX: SRDAX (5 years) vs WRPRX (6 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). SRDAX annual gain was more profitable for investors over the last year : 3.57 vs. WRPRX (3.03). SRDAX return over 5 years is better than : 36.52 vs. WRPRX (17.58).
| 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 | 6 years | - |
| Gain YTD | -4.686 | -3.369 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 101M | 1,706% |
| Annual Yield % from dividends | 8.62 | 3.47 | 248% |
| Returns for 1 year | 3.57 | 3.03 | 118% |
| Returns for 3 years | 21.18 | 8.30 | 255% |
| Returns for 5 years | 36.52 | 17.58 | 208% |
| Returns for 10 years | N/A | N/A | - |
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