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SRDBX vs WRPRX
SRDBX vs WRPRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
SRDBX has more cash in the bank: 1.89B vs. WRPRX (104M). SRDBX pays higher dividends than WRPRX: SRDBX (8.14) vs WRPRX (3.35). SRDBX was incepted earlier than WRPRX: SRDBX (5 years) vs WRPRX (7 years). SRDBX (2.45) is less costly to investors than WRPRX (1.41). SRDBX is a more actively managed with annual turnover of: 35.60 vs. WRPRX (0.00). WRPRX has a lower initial minimum investment than SRDBX: WRPRX (0) vs SRDBX (500000). WRPRX annual gain was more profitable for investors over the last year : 5.84 vs. SRDBX (2.76). SRDBX return over 5 years is better than : 38.56 vs. WRPRX (23.50).
| SRDBX | WRPRX | SRDBX / WRPRX | |
| Total Expense Ratio | 2.43 | 0.64 | 380% |
| Annual Report Gross Expense Ratio | 2.45 | 1.41 | 174% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | -1.507 | -0.241 | 626% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 104M | 1,821% |
| Annual Yield % from dividends | 8.14 | 3.35 | 243% |
| Returns for 1 year | 2.76 | 5.84 | 47% |
| Returns for 3 years | 24.35 | 9.22 | 264% |
| Returns for 5 years | 38.56 | 23.50 | 164% |
| Returns for 10 years | N/A | N/A | - |
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