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RCETX vs SWDRX
RCETX vs SWDRX Comparison Chart in %
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RCETX vs. SWDRX commentary
Jun 19, 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 RCETX is a Hold and SWDRX is a Hold.
FUNDAMENTALS
Fundamentals
RCETX has more cash in the bank: 49.9B vs. SWDRX (969M). SWDRX pays higher dividends than RCETX: SWDRX (2.51) vs RCETX (1.68). RCETX was incepted earlier than SWDRX: RCETX (18 years) vs SWDRX (20 years). RCETX (0.97) is less costly to investors than SWDRX (0.41). SWDRX is a more actively managed with annual turnover of: 12.00 vs. RCETX (7.00). SWDRX has a lower initial minimum investment than RCETX: SWDRX (0) vs RCETX (250). RCETX annual gain was more profitable for investors over the last year : 7.87 vs. SWDRX (4.77). RCETX return over 5 years is better than : 26.25 vs. SWDRX (23.09).
| RCETX | SWDRX | RCETX / SWDRX | |
| Total Expense Ratio | 0.97 | 0.40 | 243% |
| Annual Report Gross Expense Ratio | 0.97 | 0.41 | 237% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 5.592 | 4.789 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.9B | 969M | 5,150% |
| Annual Yield % from dividends | 1.68 | 2.51 | 67% |
| Returns for 1 year | 7.87 | 4.77 | 165% |
| Returns for 3 years | 28.58 | 23.80 | 120% |
| Returns for 5 years | 26.25 | 23.09 | 114% |
| Returns for 10 years | 44.00 | 23.91 | 184% |
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