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RBETX vs SWDRX
RBETX vs SWDRX Comparison Chart in %
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RBETX 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 RBETX is a Hold and SWDRX is a Hold.
FUNDAMENTALS
Fundamentals
RBETX has more cash in the bank: 50.6B vs. SWDRX (987M). SWDRX pays higher dividends than RBETX: SWDRX (2.43) vs RBETX (1.25). RBETX was incepted earlier than SWDRX: RBETX (18 years) vs SWDRX (20 years). RBETX (1.42) is less costly to investors than SWDRX (0.41). SWDRX is a more actively managed with annual turnover of: 12.00 vs. RBETX (7.00). SWDRX has a lower initial minimum investment than RBETX: SWDRX (0) vs RBETX (250). RBETX annual gain was more profitable for investors over the last year : 10.49 vs. SWDRX (7.71). RBETX (25.89) and SWDRX (24.76) have equivalent 5 years return.
| RBETX | SWDRX | RBETX / SWDRX | |
| Total Expense Ratio | 1.42 | 0.40 | 355% |
| Annual Report Gross Expense Ratio | 1.42 | 0.41 | 346% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 7.995 | 7.276 | 110% |
| 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 | 1.25 | 2.43 | 51% |
| Returns for 1 year | 10.49 | 7.71 | 136% |
| Returns for 3 years | 27.10 | 23.74 | 114% |
| Returns for 5 years | 25.89 | 24.76 | 105% |
| Returns for 10 years | 46.24 | 28.46 | 162% |
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