Ad is loading...
RHHTX vs SWMRX
RHHTX vs SWMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RHHTX vs. SWMRX commentary
Apr 30, 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: 37.6B vs. SWMRX (308M). SWMRX pays higher dividends than RHHTX: SWMRX (1.96) vs RHHTX (1.35). RHHTX was incepted earlier than SWMRX: RHHTX (9 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). SWMRX (6.86) and RHHTX (6.58) have marching annual gain over last year. SWMRX (46.07) and RHHTX (44.57) 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 | 9 years | 12 years | - |
| Gain YTD | -0.525 | -0.543 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 308M | 12,208% |
| Annual Yield % from dividends | 1.35 | 1.96 | 69% |
| Returns for 1 year | 6.58 | 6.86 | 96% |
| Returns for 3 years | 18.65 | 15.71 | 119% |
| Returns for 5 years | 44.57 | 46.07 | 97% |
| Returns for 10 years | N/A | 45.46 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...