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RBMTX vs SWORX
RBMTX vs SWORX Comparison Chart in %
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RBMTX vs. SWORX commentary
Jul 04, 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: 27.1B vs. SWORX (250M). SWORX pays higher dividends than RBMTX: SWORX (1.64) vs RBMTX (0.21). 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). RBMTX annual gain was more profitable for investors over the last year : 12.22 vs. SWORX (11.36). SWORX return over 5 years is better than : 49.63 vs. RBMTX (43.41).
| 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 | 10.826 | 9.674 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.1B | 250M | 10,840% |
| Annual Yield % from dividends | 0.21 | 1.64 | 13% |
| Returns for 1 year | 12.22 | 11.36 | 108% |
| Returns for 3 years | 40.42 | 37.05 | 109% |
| Returns for 5 years | 43.41 | 49.63 | 87% |
| Returns for 10 years | 79.36 | 65.29 | 122% |
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