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RBMTX vs SWORX
RBMTX vs SWORX Comparison Chart
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RBMTX vs. SWORX commentary
May 24, 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: 25.5B vs. SWORX (236M). SWORX pays higher dividends than RBMTX: SWORX (1.80) vs RBMTX (0.23). RBMTX was incepted earlier than SWORX: RBMTX (15 years) vs SWORX (12 years). RBMTX (1.48) is less costly to investors than SWORX (0.60). RBMTX is a more actively managed with annual turnover of: 5.00 vs. SWORX (4.00). SWORX has a lower initial minimum investment than RBMTX: SWORX (0) vs RBMTX (250). SWORX annual gain was more profitable for investors over the last year : 8.28 vs. RBMTX (7.12). SWORX return over 5 years is better than : 52.58 vs. RBMTX (42.79).
| RBMTX | SWORX | RBMTX / SWORX | |
| Total Expense Ratio | 1.48 | 0.56 | 264% |
| Annual Report Gross Expense Ratio | 1.48 | 0.60 | 247% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 3.121 | 3.730 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.5B | 236M | 10,805% |
| Annual Yield % from dividends | 0.23 | 1.80 | 13% |
| Returns for 1 year | 7.12 | 8.28 | 86% |
| Returns for 3 years | 25.79 | 24.40 | 106% |
| Returns for 5 years | 42.79 | 52.58 | 81% |
| Returns for 10 years | 63.57 | 53.70 | 118% |
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