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: 1.94B vs. WRPIX (108M). SRDBX pays higher dividends than WRPIX: SRDBX (7.99) vs WRPIX (3.19). 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 : 8.79 vs. SRDBX (2.13). SRDBX return over 5 years is better than : 36.15 vs. WRPIX (27.32).
| 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 | -1.130 | 3.016 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 108M | 1,794% |
| Annual Yield % from dividends | 7.99 | 3.19 | 250% |
| Returns for 1 year | 2.13 | 8.79 | 24% |
| Returns for 3 years | 29.22 | -6.87 | -425% |
| Returns for 5 years | 36.15 | 27.32 | 132% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement