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RBMTX vs SWORX
RBMTX vs SWORX Comparison Chart
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RBMTX vs. SWORX commentary
Feb 25, 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: 25.3B vs. SWORX (233M). 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 annual gain was more profitable for investors over the last year : 11.64 vs. RBMTX (10.41). SWORX return over 5 years is better than : 31.93 vs. RBMTX (29.54).
| 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 | 3.200 | 3.497 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.3B | 233M | 10,858% |
| Annual Yield % from dividends | 0.51 | 1.71 | 30% |
| Returns for 1 year | 10.41 | 11.64 | 89% |
| Returns for 3 years | 13.95 | 12.70 | 110% |
| Returns for 5 years | 29.54 | 31.93 | 92% |
| Returns for 10 years | 65.24 | 54.65 | 119% |
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