Interact to see
Advertisement
Advertisement
SRDBX vs WRPIX
SRDBX vs WRPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
SRDBX has more cash in the bank: 1.89B vs. WRPIX (104M). SRDBX pays higher dividends than WRPIX: SRDBX (8.14) vs WRPIX (3.26). 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). WRPIX annual gain was more profitable for investors over the last year : 5.61 vs. SRDBX (2.76). SRDBX return over 5 years is better than : 38.56 vs. WRPIX (23.00).
| 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 | -1.507 | -0.362 | 416% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 104M | 1,821% |
| Annual Yield % from dividends | 8.14 | 3.26 | 249% |
| Returns for 1 year | 2.76 | 5.61 | 49% |
| Returns for 3 years | 24.35 | -8.73 | -279% |
| Returns for 5 years | 38.56 | 23.00 | 168% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement