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RBEEX vs SWDRX
RBEEX vs SWDRX Comparison Chart
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RBEEX vs. SWDRX commentary
Jun 07, 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: 49.8B vs. SWDRX (969M). SWDRX pays higher dividends than RBEEX: SWDRX (2.51) vs RBEEX (1.57). 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 : 8.27 vs. SWDRX (5.03). RBEEX return over 5 years is better than : 23.52 vs. SWDRX (20.79).
| 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 | 5.338 | 4.478 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.8B | 969M | 5,139% |
| Annual Yield % from dividends | 1.57 | 2.51 | 63% |
| Returns for 1 year | 8.27 | 5.03 | 164% |
| Returns for 3 years | 17.76 | 13.23 | 134% |
| Returns for 5 years | 23.52 | 20.79 | 113% |
| Returns for 10 years | 43.16 | 25.18 | 171% |
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