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RBHEX vs SWNRX
RBHEX vs SWNRX Comparison
Open Charts RBHEX vs SWNRX
RBHEX vs SWNRX Comparison Chart in %
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RBHEX vs. SWNRX commentary
Jun 15, 2026
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: 43.4B vs. SWNRX (341M). SWNRX pays higher dividends than RBHEX: SWNRX (1.56) vs RBHEX (0.17). RBHEX was incepted earlier than SWNRX: RBHEX (12 years) vs SWNRX (13 years). RBHEX (1.16) is less costly to investors than SWNRX (0.57). RBHEX is a more actively managed with annual turnover of: 9.00 vs. SWNRX (7.00). 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 : 18.72 vs. RBHEX (14.26). SWNRX return over 5 years is better than : 28.34 vs. RBHEX (25.37).
| RBHEX | SWNRX | RBHEX / SWNRX | |
| Total Expense Ratio | 1.16 | 0.54 | 215% |
| Annual Report Gross Expense Ratio | 1.16 | 0.57 | 204% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 8.344 | 9.677 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4B | 341M | 12,727% |
| Annual Yield % from dividends | 0.17 | 1.56 | 11% |
| Returns for 1 year | 14.26 | 18.72 | 76% |
| Returns for 3 years | 47.59 | 51.68 | 92% |
| Returns for 5 years | 25.37 | 28.34 | 90% |
| Returns for 10 years | 108.46 | 108.10 | 100% |
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