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RBEDX vs SWHRX
RBEDX vs SWHRX Comparison Chart in %
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RBEDX 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 RBEDX is a Hold and SWHRX is a Hold.
FUNDAMENTALS
Fundamentals
RBEDX has more cash in the bank: 32.7B vs. SWHRX (424M). SWHRX pays higher dividends than RBEDX: SWHRX (2.80) vs RBEDX (1.92). RBEDX was incepted earlier than SWHRX: RBEDX (11 years) vs SWHRX (18 years). RBEDX (1.11) is less costly to investors than SWHRX (0.34). SWHRX is a more actively managed with annual turnover of: 12.00 vs. RBEDX (10.00). SWHRX has a lower initial minimum investment than RBEDX: SWHRX (0) vs RBEDX (250). RBEDX annual gain was more profitable for investors over the last year : 8.46 vs. SWHRX (5.79). RBEDX return over 5 years is better than : 19.09 vs. SWHRX (15.33).
| RBEDX | SWHRX | RBEDX / SWHRX | |
| Total Expense Ratio | 1.11 | 0.32 | 347% |
| Annual Report Gross Expense Ratio | 1.11 | 0.34 | 326% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 10.331 | 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 | 1.92 | 2.80 | 68% |
| Returns for 1 year | 8.46 | 5.79 | 146% |
| Returns for 3 years | 23.74 | 19.22 | 124% |
| Returns for 5 years | 19.09 | 15.33 | 125% |
| Returns for 10 years | 46.39 | 36.19 | 128% |
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