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RBMTX vs SWORX
RBMTX vs SWORX Comparison Chart in %
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RBMTX vs. SWORX commentary
Sep 09, 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: 28.1B vs. SWORX (262M). SWORX pays higher dividends than RBMTX: SWORX (1.59) vs RBMTX (0.20). RBMTX was incepted earlier than SWORX: RBMTX (16 years) vs SWORX (13 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). RBMTX (16.86) and SWORX (16.42) have marching annual gain over last year. SWORX return over 5 years is better than : 45.23 vs. RBMTX (39.33).
| RBMTX | SWORX | RBMTX / SWORX | |
| Total Expense Ratio | 1.48 | 0.56 | 264% |
| Annual Report Gross Expense Ratio | 1.48 | 0.60 | 247% |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 13.789 | 13.928 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.1B | 262M | 10,725% |
| Annual Yield % from dividends | 0.20 | 1.59 | 13% |
| Returns for 1 year | 16.86 | 16.42 | 103% |
| Returns for 3 years | 38.27 | 37.28 | 103% |
| Returns for 5 years | 39.33 | 45.23 | 87% |
| Returns for 10 years | 93.48 | 80.86 | 116% |
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