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REFTX vs SWIRX
REFTX vs SWIRX Comparison Chart in %
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REFTX vs. SWIRX commentary
Aug 26, 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 REFTX is a Hold and SWIRX is a Hold.
FUNDAMENTALS
Fundamentals
REFTX has more cash in the bank: 52.7B vs. SWIRX (651M). SWIRX pays higher dividends than REFTX: SWIRX (2.15) vs REFTX (1.76). REFTX was incepted earlier than SWIRX: REFTX (19 years) vs SWIRX (17 years). SWIRX (0.47) is less costly to investors than REFTX (0.39). SWIRX is a more actively managed with annual turnover of: 11.00 vs. REFTX (7.00). SWIRX has a lower initial minimum investment than REFTX: SWIRX (0) vs REFTX (250). REFTX (11.08) and SWIRX (10.71) have marching annual gain over last year. REFTX return over 5 years is better than : 35.67 vs. SWIRX (31.72).
| REFTX | SWIRX | REFTX / SWIRX | |
| Total Expense Ratio | 0.39 | 0.45 | 87% |
| Annual Report Gross Expense Ratio | 0.39 | 0.47 | 83% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 12.017 | 11.326 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.7B | 651M | 8,095% |
| Annual Yield % from dividends | 1.76 | 2.15 | 82% |
| Returns for 1 year | 11.08 | 10.71 | 103% |
| Returns for 3 years | 32.03 | 28.74 | 111% |
| Returns for 5 years | 35.67 | 31.72 | 112% |
| Returns for 10 years | 86.58 | 59.72 | 145% |
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