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RHFTX vs SWIRX
RHFTX vs SWIRX Comparison Chart in %
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RHFTX 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 RHFTX is a Hold and SWIRX is a Hold.
FUNDAMENTALS
Fundamentals
RHFTX has more cash in the bank: 52.7B vs. SWIRX (651M). SWIRX pays higher dividends than RHFTX: SWIRX (2.15) vs RHFTX (1.71). RHFTX was incepted earlier than SWIRX: RHFTX (10 years) vs SWIRX (17 years). RHFTX (0.48) and SWIRX (0.47) have similar cost to investors . SWIRX is a more actively managed with annual turnover of: 11.00 vs. RHFTX (7.00). SWIRX has a lower initial minimum investment than RHFTX: SWIRX (0) vs RHFTX (250). SWIRX annual gain was more profitable for investors over the last year : 10.71 vs. RHFTX (9.39). RHFTX (31.79) and SWIRX (31.72) have equivalent 5 years return.
| RHFTX | SWIRX | RHFTX / SWIRX | |
| Total Expense Ratio | 0.48 | 0.45 | 107% |
| Annual Report Gross Expense Ratio | 0.48 | 0.47 | 102% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 11.388 | 11.326 | 101% |
| 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 | 1.71 | 2.15 | 79% |
| Returns for 1 year | 9.39 | 10.71 | 88% |
| Returns for 3 years | 32.13 | 28.74 | 112% |
| Returns for 5 years | 31.79 | 31.72 | 100% |
| Returns for 10 years | N/A | 59.72 | - |
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