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RBHEX vs SWNRX
RBHEX vs SWNRX Comparison Chart
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RBHEX vs. SWNRX commentary
Apr 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 RBHEX is a Hold and SWNRX is a Hold.
FUNDAMENTALS
Fundamentals
RBHEX has more cash in the bank: 33.6B vs. SWNRX (313M). SWNRX pays higher dividends than RBHEX: SWNRX (1.85) vs RBHEX (0.63). RBHEX was incepted earlier than SWNRX: RBHEX (11 years) vs SWNRX (12 years). RBHEX (1.17) is less costly to investors than SWNRX (0.60). RBHEX is a more actively managed with annual turnover of: 5.00 vs. SWNRX (2.00). SWNRX has a lower initial minimum investment than RBHEX: SWNRX (0) vs RBHEX (250). SWNRX annual gain was more profitable for investors over the last year : 7.11 vs. RBHEX (5.97). SWNRX return over 5 years is better than : 49.79 vs. RBHEX (43.53).
| RBHEX | SWNRX | RBHEX / SWNRX | |
| Total Expense Ratio | 1.17 | 0.56 | 209% |
| Annual Report Gross Expense Ratio | 1.17 | 0.60 | 195% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | -1.675 | -1.483 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.6B | 313M | 10,735% |
| Annual Yield % from dividends | 0.63 | 1.85 | 34% |
| Returns for 1 year | 5.97 | 7.11 | 84% |
| Returns for 3 years | 15.46 | 13.78 | 112% |
| Returns for 5 years | 43.53 | 49.79 | 87% |
| Returns for 10 years | 52.47 | 43.50 | 121% |
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