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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: 1.94B vs. WRPRX (108M). SRDBX pays higher dividends than WRPRX: SRDBX (7.99) vs WRPRX (3.28). 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 : 8.87 vs. SRDBX (2.13). SRDBX return over 5 years is better than : 36.15 vs. WRPRX (27.84).
| 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 | -1.130 | 3.129 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 108M | 1,794% |
| Annual Yield % from dividends | 7.99 | 3.28 | 243% |
| Returns for 1 year | 2.13 | 8.87 | 24% |
| Returns for 3 years | 29.22 | 11.44 | 255% |
| Returns for 5 years | 36.15 | 27.84 | 130% |
| Returns for 10 years | N/A | N/A | - |
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