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RBMTX vs SWORX
RBMTX vs SWORX Comparison Chart
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RBMTX vs. SWORX commentary
Jan 20, 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 RBMTX is a Hold and SWORX is a Hold.
FUNDAMENTALS
Fundamentals
RBMTX has more cash in the bank: 24.9B vs. SWORX (229M). SWORX pays higher dividends than RBMTX: SWORX (1.71) vs RBMTX (0.51). RBMTX was incepted earlier than SWORX: RBMTX (15 years) vs SWORX (12 years). SWORX is a more actively managed with annual turnover of: 4.00 vs. RBMTX (1.00). SWORX has a lower initial minimum investment than RBMTX: SWORX (0) vs RBMTX (250). SWORX (15.92) and RBMTX (15.16) have marching annual gain over last year. SWORX (28.46) and RBMTX (27.67) have equivalent 5 years return.
| RBMTX | SWORX | RBMTX / SWORX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 2.015 | 1.748 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.9B | 229M | 10,873% |
| Annual Yield % from dividends | 0.51 | 1.71 | 30% |
| Returns for 1 year | 15.16 | 15.92 | 95% |
| Returns for 3 years | 6.42 | 4.66 | 138% |
| Returns for 5 years | 27.67 | 28.46 | 97% |
| Returns for 10 years | 70.06 | 59.82 | 117% |
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