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SRDBX vs WRPRX
SRDBX vs WRPRX Comparison
Open Charts SRDBX vs WRPRX
SRDBX vs WRPRX Comparison Chart in %
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SRDBX vs. WRPRX commentary
Aug 03, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SRDBX is a Hold and WRPRX is a Hold.
FUNDAMENTALS
Fundamentals
SRDBX has more cash in the bank: 2.46B vs. WRPRX (122M). SRDBX pays higher dividends than WRPRX: SRDBX (7.80) vs WRPRX (6.58). SRDBX was incepted earlier than WRPRX: SRDBX (6 years) vs WRPRX (8 years). SRDBX (2.22) is less costly to investors than WRPRX (0.95). SRDBX is a more actively managed with annual turnover of: 27.93 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 : 19.76 vs. SRDBX (8.71). SRDBX (37.34) and WRPRX (36.34) have equivalent 5 years return.
| SRDBX | WRPRX | SRDBX / WRPRX | |
| Total Expense Ratio | 2.22 | 0.64 | 347% |
| Annual Report Gross Expense Ratio | 2.22 | 0.95 | 234% |
| Fund Existence | 6 years | 8 years | - |
| Gain YTD | 5.193 | 10.282 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 122M | 2,012% |
| Annual Yield % from dividends | 7.80 | 6.58 | 119% |
| Returns for 1 year | 8.71 | 19.76 | 44% |
| Returns for 3 years | 18.95 | 27.00 | 70% |
| Returns for 5 years | 37.34 | 36.34 | 103% |
| Returns for 10 years | N/A | N/A | - |