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SRDBX vs WRPIX
SRDBX vs WRPIX Comparison
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SRDBX vs WRPIX Comparison Chart in %
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SRDBX vs. WRPIX commentary
Aug 03, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SRDBX is a Hold and WRPIX is a Hold.
FUNDAMENTALS
Fundamentals
SRDBX has more cash in the bank: 2.46B vs. WRPIX (122M). SRDBX pays higher dividends than WRPIX: SRDBX (7.80) vs WRPIX (6.49). SRDBX was incepted earlier than WRPIX: SRDBX (6 years) vs WRPIX (8 years). SRDBX (2.22) is less costly to investors than WRPIX (1.05). SRDBX is a more actively managed with annual turnover of: 27.93 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 : 19.84 vs. SRDBX (8.71). SRDBX (37.34) and WRPIX (35.85) have equivalent 5 years return.
| SRDBX | WRPIX | SRDBX / WRPIX | |
| Total Expense Ratio | 2.22 | 0.74 | 300% |
| Annual Report Gross Expense Ratio | 2.22 | 1.05 | 211% |
| Fund Existence | 6 years | 8 years | - |
| Gain YTD | 5.193 | 10.307 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 122M | 2,012% |
| Annual Yield % from dividends | 7.80 | 6.49 | 120% |
| Returns for 1 year | 8.71 | 19.84 | 44% |
| Returns for 3 years | 18.95 | 26.84 | 71% |
| Returns for 5 years | 37.34 | 35.85 | 104% |
| Returns for 10 years | N/A | N/A | - |