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SRDBX vs WRPIX
SRDBX vs WRPIX Comparison Chart
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FUNDAMENTALS
Fundamentals
SRDBX has more cash in the bank: 1.72B vs. WRPIX (101M). SRDBX pays higher dividends than WRPIX: SRDBX (8.35) vs WRPIX (3.35). SRDBX was incepted earlier than WRPIX: SRDBX (5 years) vs WRPIX (6 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 annual gain was more profitable for investors over the last year : 4.17 vs. WRPIX (3.57). SRDBX return over 5 years is better than : 36.19 vs. WRPIX (18.83).
| 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 | -4.237 | -3.257 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 101M | 1,707% |
| Annual Yield % from dividends | 8.35 | 3.35 | 249% |
| Returns for 1 year | 4.17 | 3.57 | 117% |
| Returns for 3 years | 22.57 | 2.65 | 850% |
| Returns for 5 years | 36.19 | 18.83 | 192% |
| Returns for 10 years | N/A | N/A | - |
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