Interact to see
Advertisement
Advertisement
SRDBX vs WRPRX
SRDBX vs WRPRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
SRDBX has more cash in the bank: 1.72B vs. WRPRX (102M). SRDBX pays higher dividends than WRPRX: SRDBX (8.35) vs WRPRX (3.45). 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 : 4.17 vs. WRPRX (3.92). SRDBX return over 5 years is better than : 36.19 vs. WRPRX (20.08).
| 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 | -4.237 | -2.647 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 102M | 1,689% |
| Annual Yield % from dividends | 8.35 | 3.45 | 242% |
| Returns for 1 year | 4.17 | 3.92 | 106% |
| Returns for 3 years | 21.49 | 4.52 | 476% |
| Returns for 5 years | 36.19 | 20.08 | 180% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers