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RBDTX vs SWHRX
RBDTX vs SWHRX Comparison Chart in %
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RBDTX vs. SWHRX commentary
Sep 09, 2025
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 RBDTX is a Hold and SWHRX is a Hold.
FUNDAMENTALS
Fundamentals
RBDTX has more cash in the bank: 32.7B vs. SWHRX (424M). SWHRX pays higher dividends than RBDTX: SWHRX (2.80) vs RBDTX (1.64). RBDTX was incepted earlier than SWHRX: RBDTX (19 years) vs SWHRX (18 years). RBDTX (1.40) is less costly to investors than SWHRX (0.34). SWHRX is a more actively managed with annual turnover of: 12.00 vs. RBDTX (10.00). SWHRX has a lower initial minimum investment than RBDTX: SWHRX (0) vs RBDTX (250). RBDTX annual gain was more profitable for investors over the last year : 8.37 vs. SWHRX (5.79). RBDTX return over 5 years is better than : 17.89 vs. SWHRX (15.33).
| RBDTX | SWHRX | RBDTX / SWHRX | |
| Total Expense Ratio | 1.40 | 0.32 | 438% |
| Annual Report Gross Expense Ratio | 1.40 | 0.34 | 412% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 10.380 | 9.510 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7B | 424M | 7,712% |
| Annual Yield % from dividends | 1.64 | 2.80 | 59% |
| Returns for 1 year | 8.37 | 5.79 | 145% |
| Returns for 3 years | 23.10 | 19.22 | 120% |
| Returns for 5 years | 17.89 | 15.33 | 117% |
| Returns for 10 years | 45.76 | 36.19 | 126% |
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