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RHHTX vs SWMRX
RHHTX vs SWMRX Comparison Chart
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RHHTX vs. SWMRX commentary
May 25, 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: 39.3B vs. SWMRX (320M). SWMRX pays higher dividends than RHHTX: SWMRX (1.95) vs RHHTX (1.34). RHHTX was incepted earlier than SWMRX: RHHTX (10 years) vs SWMRX (12 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 (8.61) and SWMRX (8.26) have marching annual gain over last year. SWMRX (49.32) and RHHTX (47.85) 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 | 12 years | - |
| Gain YTD | 3.769 | 3.257 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.3B | 320M | 12,281% |
| Annual Yield % from dividends | 1.34 | 1.95 | 69% |
| Returns for 1 year | 8.61 | 8.26 | 104% |
| Returns for 3 years | 27.66 | 24.23 | 114% |
| Returns for 5 years | 47.85 | 49.32 | 97% |
| Returns for 10 years | N/A | 50.67 | - |
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