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RBHEX vs SWNRX
RBHEX vs SWNRX Comparison Chart in %
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RBHEX vs. SWNRX commentary
Sep 16, 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: 39.5B vs. SWNRX (365M). SWNRX pays higher dividends than RBHEX: SWNRX (1.63) vs RBHEX (0.55). 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). RBHEX (15.28) and SWNRX (14.78) have marching annual gain over last year. SWNRX return over 5 years is better than : 46.79 vs. RBHEX (44.17).
| 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 | 15.714 | 15.065 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.5B | 365M | 10,822% |
| Annual Yield % from dividends | 0.55 | 1.63 | 34% |
| Returns for 1 year | 15.28 | 14.78 | 103% |
| Returns for 3 years | 44.35 | 42.45 | 104% |
| Returns for 5 years | 44.17 | 46.79 | 94% |
| Returns for 10 years | 92.42 | 79.67 | 116% |
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