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SRDAX vs WRPRX
SRDAX vs WRPRX Comparison
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SRDAX vs WRPRX Comparison Chart in %
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SRDAX vs. WRPRX 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 WRPRX is a Hold.
FUNDAMENTALS
Fundamentals
SRDAX has more cash in the bank: 2.23B vs. WRPRX (120M). SRDAX pays higher dividends than WRPRX: SRDAX (8.16) vs WRPRX (6.59). SRDAX was incepted earlier than WRPRX: SRDAX (6 years) vs WRPRX (7 years). SRDAX (1.92) is less costly to investors than WRPRX (0.95). SRDAX is a more actively managed with annual turnover of: 27.93 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 : 20.23 vs. SRDAX (8.93). SRDAX return over 5 years is better than : 40.00 vs. WRPRX (35.80).
| SRDAX | WRPRX | SRDAX / WRPRX | |
| Total Expense Ratio | 1.92 | 0.64 | 300% |
| Annual Report Gross Expense Ratio | 1.92 | 0.95 | 202% |
| Fund Existence | 6 years | 7 years | - |
| Gain YTD | 4.357 | 8.935 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 120M | 1,861% |
| Annual Yield % from dividends | 8.16 | 6.59 | 124% |
| Returns for 1 year | 8.93 | 20.23 | 44% |
| Returns for 3 years | 4.19 | 12.82 | 33% |
| Returns for 5 years | 40.00 | 35.80 | 112% |
| Returns for 10 years | N/A | N/A | - |
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