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RHETX vs SWDRX
RHETX vs SWDRX Comparison Chart
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RHETX vs. SWDRX commentary
Jun 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 RHETX is a Hold and SWDRX is a Hold.
FUNDAMENTALS
Fundamentals
RHETX has more cash in the bank: 49.7B vs. SWDRX (967M). SWDRX pays higher dividends than RHETX: SWDRX (2.51) vs RHETX (2.14). RHETX was incepted earlier than SWDRX: RHETX (10 years) vs SWDRX (20 years). RHETX (0.47) is less costly to investors than SWDRX (0.41). SWDRX is a more actively managed with annual turnover of: 12.00 vs. RHETX (7.00). SWDRX has a lower initial minimum investment than RHETX: SWDRX (0) vs RHETX (250). RHETX annual gain was more profitable for investors over the last year : 9.64 vs. SWDRX (5.62). RHETX return over 5 years is better than : 28.24 vs. SWDRX (22.35).
| RHETX | SWDRX | RHETX / SWDRX | |
| Total Expense Ratio | 0.47 | 0.40 | 117% |
| Annual Report Gross Expense Ratio | 0.47 | 0.41 | 115% |
| Fund Existence | 10 years | 20 years | - |
| Gain YTD | 5.251 | 4.229 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.7B | 967M | 5,140% |
| Annual Yield % from dividends | 2.14 | 2.51 | 85% |
| Returns for 1 year | 9.64 | 5.62 | 172% |
| Returns for 3 years | 19.99 | 13.83 | 144% |
| Returns for 5 years | 28.24 | 22.35 | 126% |
| Returns for 10 years | N/A | 24.26 | - |
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