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RFDTX vs SWHRX
RFDTX vs SWHRX Comparison Chart in %
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RFDTX vs. SWHRX commentary
Sep 09, 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 RFDTX is a Hold and SWHRX is a Hold.
FUNDAMENTALS
Fundamentals
RFDTX has more cash in the bank: 32.7B vs. SWHRX (424M). SWHRX pays higher dividends than RFDTX: SWHRX (2.80) vs RFDTX (2.59). RFDTX was incepted earlier than SWHRX: RFDTX (16 years) vs SWHRX (18 years). SWHRX (0.34) is less costly to investors than RFDTX (0.31). SWHRX is a more actively managed with annual turnover of: 12.00 vs. RFDTX (10.00). SWHRX has a lower initial minimum investment than RFDTX: SWHRX (0) vs RFDTX (250). RFDTX annual gain was more profitable for investors over the last year : 9.39 vs. SWHRX (5.79). RFDTX return over 5 years is better than : 23.27 vs. SWHRX (15.33).
| RFDTX | SWHRX | RFDTX / SWHRX | |
| Total Expense Ratio | 0.31 | 0.32 | 97% |
| Annual Report Gross Expense Ratio | 0.31 | 0.34 | 91% |
| Fund Existence | 16 years | 18 years | - |
| Gain YTD | 10.928 | 9.510 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7B | 424M | 7,712% |
| Annual Yield % from dividends | 2.59 | 2.80 | 93% |
| Returns for 1 year | 9.39 | 5.79 | 162% |
| Returns for 3 years | 26.30 | 19.22 | 137% |
| Returns for 5 years | 23.27 | 15.33 | 152% |
| Returns for 10 years | 54.91 | 36.19 | 152% |
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