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RBHEX vs SWNRX
RBHEX vs SWNRX Comparison Chart in %
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RBHEX vs. SWNRX commentary
Oct 18, 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: 39.4B vs. SWNRX (368M). SWNRX pays higher dividends than RBHEX: SWNRX (1.59) vs RBHEX (0.53). RBHEX was incepted earlier than SWNRX: RBHEX (11 years) vs SWNRX (13 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). SWNRX (12.38) and RBHEX (12.03) have marching annual gain over last year. SWNRX return over 5 years is better than : 42.62 vs. RBHEX (39.73).
| 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 | 13 years | - |
| Gain YTD | 16.404 | 16.192 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.4B | 368M | 10,707% |
| Annual Yield % from dividends | 0.53 | 1.59 | 34% |
| Returns for 1 year | 12.03 | 12.38 | 97% |
| Returns for 3 years | 53.18 | 52.90 | 101% |
| Returns for 5 years | 39.73 | 42.62 | 93% |
| Returns for 10 years | 89.90 | 78.08 | 115% |
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