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RBHHX vs SWMRX
RBHHX vs SWMRX Comparison Chart in %
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RBHHX vs. SWMRX commentary
Jul 27, 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: 42.4B vs. SWMRX (347M). SWMRX pays higher dividends than RBHHX: SWMRX (1.80) vs RBHHX (0.67). RBHHX was incepted earlier than SWMRX: RBHHX (11 years) vs SWMRX (13 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). RBHHX annual gain was more profitable for investors over the last year : 15.85 vs. SWMRX (14.25). SWMRX return over 5 years is better than : 45.63 vs. RBHHX (43.10).
| 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 | 13 years | - |
| Gain YTD | 12.276 | 10.796 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 347M | 12,219% |
| Annual Yield % from dividends | 0.67 | 1.80 | 37% |
| Returns for 1 year | 15.85 | 14.25 | 111% |
| Returns for 3 years | 39.61 | 36.04 | 110% |
| Returns for 5 years | 43.10 | 45.63 | 94% |
| Returns for 10 years | 76.60 | 63.19 | 121% |
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