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RBEEX vs SWDRX
RBEEX vs SWDRX Comparison Chart in %
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RBEEX vs. SWDRX commentary
Jul 03, 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 RBEEX is a Hold and SWDRX is a Hold.
FUNDAMENTALS
Fundamentals
RBEEX has more cash in the bank: 50.6B vs. SWDRX (987M). SWDRX pays higher dividends than RBEEX: SWDRX (2.43) vs RBEEX (1.52). RBEEX was incepted earlier than SWDRX: RBEEX (11 years) vs SWDRX (20 years). RBEEX (1.13) is less costly to investors than SWDRX (0.41). SWDRX is a more actively managed with annual turnover of: 12.00 vs. RBEEX (7.00). SWDRX has a lower initial minimum investment than RBEEX: SWDRX (0) vs RBEEX (250). RBEEX annual gain was more profitable for investors over the last year : 10.86 vs. SWDRX (7.71). RBEEX return over 5 years is better than : 27.45 vs. SWDRX (24.76).
| RBEEX | SWDRX | RBEEX / SWDRX | |
| Total Expense Ratio | 1.13 | 0.40 | 282% |
| Annual Report Gross Expense Ratio | 1.13 | 0.41 | 276% |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | 8.185 | 7.276 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.6B | 987M | 5,127% |
| Annual Yield % from dividends | 1.52 | 2.43 | 62% |
| Returns for 1 year | 10.86 | 7.71 | 141% |
| Returns for 3 years | 28.07 | 23.74 | 118% |
| Returns for 5 years | 27.45 | 24.76 | 111% |
| Returns for 10 years | 47.14 | 28.46 | 166% |
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