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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: 1.75B vs. WRPRX (101M). SRDBX pays higher dividends than WRPRX: SRDBX (8.35) vs WRPRX (3.47). SRDBX was incepted earlier than WRPRX: SRDBX (5 years) vs WRPRX (6 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). SRDBX annual gain was more profitable for investors over the last year : 3.87 vs. WRPRX (0.91). SRDBX return over 5 years is better than : 31.99 vs. WRPRX (20.38).
| 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 | 6 years | - |
| Gain YTD | -4.331 | -3.008 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 101M | 1,737% |
| Annual Yield % from dividends | 8.35 | 3.47 | 240% |
| Returns for 1 year | 3.87 | 0.91 | 427% |
| Returns for 3 years | 22.45 | 5.38 | 417% |
| Returns for 5 years | 31.99 | 20.38 | 157% |
| Returns for 10 years | N/A | N/A | - |
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