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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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A.I.Advisor
published Highlights
Market Cap
The average market capitalization across the group is 1.34B. The market cap for tickers in the group ranges from 118.14M to 2.56B. SRDAX holds the highest valuation in this group at 2.56B. The lowest valued company is WRPRX at 118.14M.
High and low price notable news
The average weekly price growth across all stocks in the group was -0%. For the same group, the average monthly price growth was -1%, and the average quarterly price growth was 4%. SRDAX experienced the highest price growth at 0%, while WRPRX experienced the biggest fall at -0%.
Volume
The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
SRDAX vs. WRPRX commentary
Sep 02, 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: 2.56B vs. WRPRX (118M). 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 : 13.22 vs. SRDAX (9.96). SRDAX return over 5 years is better than : 40.11 vs. WRPRX (33.99).
| 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 | 7.396 | 7.099 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 118M | 2,173% |
| Annual Yield % from dividends | 8.09 | 6.58 | 123% |
| Returns for 1 year | 9.96 | 13.22 | 75% |
| Returns for 3 years | 19.12 | 21.71 | 88% |
| Returns for 5 years | 40.11 | 33.99 | 118% |
| Returns for 10 years | N/A | N/A | - |