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RBETX vs SWDRX
RBETX vs SWDRX Comparison Chart
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RBETX 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 RBETX is a Hold and SWDRX is a Hold.
FUNDAMENTALS
Fundamentals
RBETX has more cash in the bank: 49.8B vs. SWDRX (969M). SWDRX pays higher dividends than RBETX: SWDRX (2.51) vs RBETX (1.29). 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 : 7.94 vs. SWDRX (5.03). RBETX return over 5 years is better than : 22.04 vs. SWDRX (20.79).
| 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 | 5.191 | 4.478 | 116% |
| 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 | 1.29 | 2.51 | 51% |
| Returns for 1 year | 7.94 | 5.03 | 158% |
| Returns for 3 years | 16.94 | 13.23 | 128% |
| Returns for 5 years | 22.04 | 20.79 | 106% |
| Returns for 10 years | 42.33 | 25.18 | 168% |
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