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RBHEX vs SWNRX
RBHEX vs SWNRX Comparison Chart in %
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RBHEX vs. SWNRX commentary
Jun 30, 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: 37.5B vs. SWNRX (344M). SWNRX pays higher dividends than RBHEX: SWNRX (1.76) vs RBHEX (0.59). RBHEX was incepted earlier than SWNRX: RBHEX (11 years) vs SWNRX (12 years). RBHEX (1.17) is less costly to investors than SWNRX (0.58). 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). RBHEX annual gain was more profitable for investors over the last year : 12.31 vs. SWNRX (11.57). SWNRX return over 5 years is better than : 51.39 vs. RBHEX (47.92).
| RBHEX | SWNRX | RBHEX / SWNRX | |
| Total Expense Ratio | 1.17 | 0.55 | 213% |
| Annual Report Gross Expense Ratio | 1.17 | 0.58 | 202% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 9.704 | 8.660 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.5B | 344M | 10,901% |
| Annual Yield % from dividends | 0.59 | 1.76 | 34% |
| Returns for 1 year | 12.31 | 11.57 | 106% |
| Returns for 3 years | 38.44 | 35.09 | 110% |
| Returns for 5 years | 47.92 | 51.39 | 93% |
| Returns for 10 years | 74.03 | 61.60 | 120% |
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