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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: 1.87B vs. WRPRX (104M). SRDBX pays higher dividends than WRPRX: SRDBX (8.22) vs WRPRX (3.45). 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 (3.79) and SRDBX (3.76) have marching annual gain over last year. SRDBX return over 5 years is better than : 35.77 vs. WRPRX (23.53).
| 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 | -2.448 | -0.842 | 291% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 104M | 1,800% |
| Annual Yield % from dividends | 8.22 | 3.45 | 239% |
| Returns for 1 year | 3.76 | 3.79 | 99% |
| Returns for 3 years | 24.00 | 8.33 | 288% |
| Returns for 5 years | 35.77 | 23.53 | 152% |
| Returns for 10 years | N/A | N/A | - |
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