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SRDBX vs WRPIX
SRDBX vs WRPIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SRDBX has more cash in the bank: 1.87B vs. WRPIX (104M). SRDBX pays higher dividends than WRPIX: SRDBX (8.22) vs WRPIX (3.35). SRDBX was incepted earlier than WRPIX: SRDBX (5 years) vs WRPIX (7 years). SRDBX (2.45) is less costly to investors than WRPIX (1.51). SRDBX is a more actively managed with annual turnover of: 35.60 vs. WRPIX (0.00). SRDBX has a lower initial minimum investment than WRPIX: SRDBX (500000) vs WRPIX (1000000). SRDBX (3.76) and WRPIX (3.69) have marching annual gain over last year. SRDBX return over 5 years is better than : 35.77 vs. WRPIX (23.01).
| 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 | 7 years | - |
| Gain YTD | -2.448 | -0.844 | 290% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 104M | 1,800% |
| Annual Yield % from dividends | 8.22 | 3.35 | 245% |
| Returns for 1 year | 3.76 | 3.69 | 102% |
| Returns for 3 years | 24.00 | 8.11 | 296% |
| Returns for 5 years | 35.77 | 23.01 | 155% |
| Returns for 10 years | N/A | N/A | - |
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