SRDBX | WRPIX | SRDBX / WRPIX | |
Total Expense Ratio | 2.43 | 0.74 | 328% |
Annual Report Gross Expense Ratio | 2.45 | 1.51 | 162% |
Fund Existence | 5 years | 6 years | - |
Gain YTD | -4.331 | -3.016 | 144% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 500000 | 1000000 | 50% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 1.75B | 101M | 1,737% |
Annual Yield % from dividends | 8.35 | 3.37 | 247% |
Returns for 1 year | 3.87 | 0.80 | 481% |
Returns for 3 years | 22.45 | 5.16 | 435% |
Returns for 5 years | 31.99 | 20.02 | 160% |
Returns for 10 years | N/A | N/A | - |