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RBMTX vs SWORX
RBMTX vs SWORX Comparison Chart
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RBMTX vs. SWORX commentary
Apr 29, 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: 24.1B vs. SWORX (224M). SWORX pays higher dividends than RBMTX: SWORX (1.81) 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 (0.62). 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 : 6.35 vs. RBMTX (4.73). SWORX return over 5 years is better than : 45.96 vs. RBMTX (37.67).
| RBMTX | SWORX | RBMTX / SWORX | |
| Total Expense Ratio | 1.48 | 0.57 | 260% |
| Annual Report Gross Expense Ratio | 1.48 | 0.62 | 239% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | -1.817 | -1.166 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 224M | 10,759% |
| Annual Yield % from dividends | 0.23 | 1.81 | 13% |
| Returns for 1 year | 4.73 | 6.35 | 74% |
| Returns for 3 years | 15.67 | 14.38 | 109% |
| Returns for 5 years | 37.67 | 45.96 | 82% |
| Returns for 10 years | 55.73 | 46.78 | 119% |
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