Interact to see
Advertisement
Advertisement
SRDAX vs WRPRX
SRDAX vs WRPRX Comparison
Open Charts SRDAX vs WRPRX
SRDAX vs WRPRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SRDAX vs. WRPRX commentary
Aug 03, 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: 2.46B vs. WRPRX (122M). SRDAX pays higher dividends than WRPRX: SRDAX (8.09) vs WRPRX (6.58). SRDAX was incepted earlier than WRPRX: SRDAX (6 years) vs WRPRX (8 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 : 19.76 vs. SRDAX (9.03). SRDAX return over 5 years is better than : 39.39 vs. WRPRX (36.34).
| 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 | 8 years | - |
| Gain YTD | 5.471 | 10.282 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 122M | 2,012% |
| Annual Yield % from dividends | 8.09 | 6.58 | 123% |
| Returns for 1 year | 9.03 | 19.76 | 46% |
| Returns for 3 years | 20.14 | 27.00 | 75% |
| Returns for 5 years | 39.39 | 36.34 | 108% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement