RBMTX
Price
$28.21
Change
-$0.10 (-0.35%)
Updated
Jul 29 closing price
Net Assets
27.57B
SWORX
Price
$19.01
Change
-$0.02 (-0.11%)
Updated
Jul 29 closing price
Net Assets
257.23M
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RBMTX vs SWORX

Header iconRBMTX vs SWORX Comparison
Open Charts RBMTX vs SWORXBanner chart's image
American Funds 2055 Trgt Date Retire R2
Price$28.21
Change-$0.10 (-0.35%)
VolumeN/A
Net Assets27.57B
Schwab Target 2055
Price$19.01
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets257.23M
RBMTX vs SWORX Comparison Chart in %
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RBMTX vs. SWORX commentary
Jul 30, 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.

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FUNDAMENTALS
Fundamentals
RBMTX has more cash in the bank: 27.6B vs. SWORX (257M). SWORX pays higher dividends than RBMTX: SWORX (1.64) vs RBMTX (0.21). 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 annual gain was more profitable for investors over the last year : 14.18 vs. SWORX (12.87). SWORX return over 5 years is better than : 45.59 vs. RBMTX (40.12).
RBMTXSWORXRBMTX / SWORX
Total Expense Ratio1.480.56264%
Annual Report Gross Expense Ratio1.480.60247%
Fund Existence16 years13 years-
Gain YTD11.85310.897109%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets27.6B257M10,739%
Annual Yield % from dividends0.211.6413%
Returns for 1 year14.1812.87110%
Returns for 3 years34.1330.20113%
Returns for 5 years40.1245.5988%
Returns for 10 years78.4264.57121%
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