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RBHHX vs SWMRX
RBHHX vs SWMRX Comparison Chart
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RBHHX vs. SWMRX commentary
Apr 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 RBHHX is a Hold and SWMRX is a Hold.
FUNDAMENTALS
Fundamentals
RBHHX has more cash in the bank: 37.6B vs. SWMRX (308M). SWMRX pays higher dividends than RBHHX: SWMRX (1.96) vs RBHHX (0.75). RBHHX was incepted earlier than SWMRX: RBHHX (11 years) vs SWMRX (12 years). RBHHX (1.17) is less costly to investors than SWMRX (0.55). SWMRX is a more actively managed with annual turnover of: 6.00 vs. RBHHX (5.00). SWMRX has a lower initial minimum investment than RBHHX: SWMRX (0) vs RBHHX (250). SWMRX annual gain was more profitable for investors over the last year : 6.86 vs. RBHHX (5.80). SWMRX return over 5 years is better than : 46.07 vs. RBHHX (41.18).
| RBHHX | SWMRX | RBHHX / SWMRX | |
| Total Expense Ratio | 1.17 | 0.52 | 225% |
| Annual Report Gross Expense Ratio | 1.17 | 0.55 | 213% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | -0.776 | -0.543 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 308M | 12,208% |
| Annual Yield % from dividends | 0.75 | 1.96 | 38% |
| Returns for 1 year | 5.80 | 6.86 | 85% |
| Returns for 3 years | 16.93 | 15.71 | 108% |
| Returns for 5 years | 41.18 | 46.07 | 89% |
| Returns for 10 years | 54.00 | 45.46 | 119% |
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