Interact to see
Advertisement
Advertisement
RHHTX vs SWMRX
RHHTX vs SWMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RHHTX vs. SWMRX commentary
Aug 18, 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 RHHTX is a Hold and SWMRX is a Hold.
FUNDAMENTALS
Fundamentals
RHHTX has more cash in the bank: 42.5B vs. SWMRX (351M). SWMRX pays higher dividends than RHHTX: SWMRX (1.79) vs RHHTX (1.21). RHHTX was incepted earlier than SWMRX: RHHTX (10 years) vs SWMRX (13 years). SWMRX (0.55) is less costly to investors than RHHTX (0.51). SWMRX is a more actively managed with annual turnover of: 6.00 vs. RHHTX (5.00). SWMRX has a lower initial minimum investment than RHHTX: SWMRX (0) vs RHHTX (250). RHHTX annual gain was more profitable for investors over the last year : 14.00 vs. SWMRX (12.95). RHHTX (42.89) and SWMRX (41.62) have equivalent 5 years return.
| RHHTX | SWMRX | RHHTX / SWMRX | |
| Total Expense Ratio | 0.51 | 0.52 | 98% |
| Annual Report Gross Expense Ratio | 0.51 | 0.55 | 93% |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 13.216 | 11.942 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.5B | 351M | 12,108% |
| Annual Yield % from dividends | 1.21 | 1.79 | 67% |
| Returns for 1 year | 14.00 | 12.95 | 108% |
| Returns for 3 years | 32.55 | 28.17 | 116% |
| Returns for 5 years | 42.89 | 41.62 | 103% |
| Returns for 10 years | N/A | 64.88 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JNUG | 92.77 | 2.65 | +2.94% |
| Direxion Daily Jr Gld Mnrs Bull 2X ETF | |||
| ORCX | 35.12 | 0.96 | +2.82% |
| Defiance Daily Target 2X Long ORCL ETF | |||
| JUNZ | 31.53 | N/A | N/A |
| TrueShares Structured Outcome June ETF | |||
| SNPE | 57.91 | -0.13 | -0.22% |
| Xtrackers S&P 500 Scrd & Scrn ETF | |||
| QQMG | 39.56 | -0.28 | -0.71% |
| Invesco ESG NASDAQ 100 ETF | |||