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RBEKX vs SWERX
RBEKX vs SWERX Comparison Chart
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RBEKX vs. SWERX commentary
Apr 28, 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 RBEKX is a Hold and SWERX is a Hold.
FUNDAMENTALS
Fundamentals
RBEKX has more cash in the bank: 43.6B vs. SWERX (1.15B). SWERX pays higher dividends than RBEKX: SWERX (2.13) vs RBEKX (0.87). RBEKX was incepted earlier than SWERX: RBEKX (11 years) vs SWERX (20 years). RBEKX (1.16) is less costly to investors than SWERX (0.51). SWERX is a more actively managed with annual turnover of: 10.00 vs. RBEKX (6.00). SWERX has a lower initial minimum investment than RBEKX: SWERX (0) vs RBEKX (250). RBEKX (6.44) and SWERX (6.15) have marching annual gain over last year. RBEKX return over 5 years is better than : 42.65 vs. SWERX (37.85).
| RBEKX | SWERX | RBEKX / SWERX | |
| Total Expense Ratio | 1.16 | 0.50 | 232% |
| Annual Report Gross Expense Ratio | 1.16 | 0.51 | 227% |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | -1.049 | -0.613 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.6B | 1.15B | 3,785% |
| Annual Yield % from dividends | 0.87 | 2.13 | 41% |
| Returns for 1 year | 6.44 | 6.15 | 105% |
| Returns for 3 years | 15.47 | 10.95 | 141% |
| Returns for 5 years | 42.65 | 37.85 | 113% |
| Returns for 10 years | 49.49 | 20.64 | 240% |
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