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RBEFX vs SWIRX
RBEFX vs SWIRX Comparison Chart in %
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RBEFX vs. SWIRX commentary
Aug 26, 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 RBEFX is a Hold and SWIRX is a Hold.
FUNDAMENTALS
Fundamentals
RBEFX has more cash in the bank: 52.7B vs. SWIRX (651M). SWIRX pays higher dividends than RBEFX: SWIRX (2.15) vs RBEFX (1.17). RBEFX was incepted earlier than SWIRX: RBEFX (11 years) vs SWIRX (17 years). RBEFX (1.14) is less costly to investors than SWIRX (0.47). SWIRX is a more actively managed with annual turnover of: 11.00 vs. RBEFX (7.00). SWIRX has a lower initial minimum investment than RBEFX: SWIRX (0) vs RBEFX (250). SWIRX annual gain was more profitable for investors over the last year : 10.71 vs. RBEFX (10.17). SWIRX (31.72) and RBEFX (31.37) have equivalent 5 years return.
| RBEFX | SWIRX | RBEFX / SWIRX | |
| Total Expense Ratio | 1.14 | 0.45 | 253% |
| Annual Report Gross Expense Ratio | 1.14 | 0.47 | 243% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 11.447 | 11.326 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.7B | 651M | 8,095% |
| Annual Yield % from dividends | 1.17 | 2.15 | 54% |
| Returns for 1 year | 10.17 | 10.71 | 95% |
| Returns for 3 years | 29.50 | 28.74 | 103% |
| Returns for 5 years | 31.37 | 31.72 | 99% |
| Returns for 10 years | 77.19 | 59.72 | 129% |
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