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RBKTX vs SWERX
RBKTX vs SWERX Comparison Chart
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RBKTX vs. SWERX commentary
Apr 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 RBKTX is a Hold and SWERX is a Hold.
FUNDAMENTALS
Fundamentals
RBKTX has more cash in the bank: 43.6B vs. SWERX (1.15B). SWERX pays higher dividends than RBKTX: SWERX (2.13) vs RBKTX (0.59). RBKTX was incepted earlier than SWERX: RBKTX (18 years) vs SWERX (20 years). RBKTX (1.45) is less costly to investors than SWERX (0.51). SWERX is a more actively managed with annual turnover of: 10.00 vs. RBKTX (6.00). SWERX has a lower initial minimum investment than RBKTX: SWERX (0) vs RBKTX (250). RBKTX annual gain was more profitable for investors over the last year : 6.09 vs. SWERX (5.73). RBKTX return over 5 years is better than : 41.02 vs. SWERX (37.31).
| RBKTX | SWERX | RBKTX / SWERX | |
| Total Expense Ratio | 1.45 | 0.50 | 290% |
| Annual Report Gross Expense Ratio | 1.45 | 0.51 | 284% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | -1.159 | -1.003 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.6B | 1.15B | 3,785% |
| Annual Yield % from dividends | 0.59 | 2.13 | 28% |
| Returns for 1 year | 6.09 | 5.73 | 106% |
| Returns for 3 years | 14.70 | 10.51 | 140% |
| Returns for 5 years | 41.02 | 37.31 | 110% |
| Returns for 10 years | 49.05 | 20.17 | 243% |
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