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RHJTX vs SWORX
RHJTX vs SWORX Comparison Chart
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RHJTX vs. SWORX commentary
Jun 07, 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 RHJTX is a Hold and SWORX is a Hold.
FUNDAMENTALS
Fundamentals
RHJTX has more cash in the bank: 26.1B vs. SWORX (240M). SWORX pays higher dividends than RHJTX: SWORX (1.71) vs RHJTX (1.05). RHJTX was incepted earlier than SWORX: RHJTX (10 years) vs SWORX (12 years). SWORX (0.60) is less costly to investors than RHJTX (0.53). RHJTX is a more actively managed with annual turnover of: 5.00 vs. SWORX (4.00). SWORX has a lower initial minimum investment than RHJTX: SWORX (0) vs RHJTX (250). RHJTX annual gain was more profitable for investors over the last year : 10.45 vs. SWORX (9.04). SWORX (42.69) and RHJTX (41.90) have equivalent 5 years return.
| RHJTX | SWORX | RHJTX / SWORX | |
| Total Expense Ratio | 0.53 | 0.56 | 95% |
| Annual Report Gross Expense Ratio | 0.53 | 0.60 | 88% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 6.459 | 5.828 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.1B | 240M | 10,875% |
| Annual Yield % from dividends | 1.05 | 1.71 | 61% |
| Returns for 1 year | 10.45 | 9.04 | 116% |
| Returns for 3 years | 27.62 | 22.00 | 126% |
| Returns for 5 years | 41.90 | 42.69 | 98% |
| Returns for 10 years | N/A | 58.26 | - |
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