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SRDBX vs WRPRX
SRDBX vs WRPRX Comparison
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SRDBX vs WRPRX Comparison Chart in %
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SRDBX vs. WRPRX commentary
Jun 21, 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: 2.23B vs. WRPRX (120M). SRDBX pays higher dividends than WRPRX: SRDBX (7.86) vs WRPRX (6.59). SRDBX was incepted earlier than WRPRX: SRDBX (6 years) vs WRPRX (7 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 : 20.23 vs. SRDBX (8.71). SRDBX return over 5 years is better than : 37.94 vs. WRPRX (35.80).
| 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 | 7 years | - |
| Gain YTD | 4.277 | 8.935 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 120M | 1,861% |
| Annual Yield % from dividends | 7.86 | 6.59 | 119% |
| Returns for 1 year | 8.71 | 20.23 | 43% |
| Returns for 3 years | 3.77 | 12.82 | 29% |
| Returns for 5 years | 37.94 | 35.80 | 106% |
| Returns for 10 years | N/A | N/A | - |
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