Interact to see
Advertisement
Advertisement
RRTVX vs SWORX
RRTVX vs SWORX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RRTVX vs. SWORX commentary
Sep 09, 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 RRTVX is a Hold and SWORX is a Hold.
FUNDAMENTALS
Fundamentals
RRTVX has more cash in the bank: 11.3B vs. SWORX (262M). SWORX pays higher dividends than RRTVX: SWORX (1.59) vs RRTVX (0.77). RRTVX was incepted earlier than SWORX: RRTVX (18 years) vs SWORX (13 years). RRTVX (1.14) is less costly to investors than SWORX (0.60). RRTVX is a more actively managed with annual turnover of: 11.00 vs. SWORX (4.00). SWORX has a lower initial minimum investment than RRTVX: SWORX (0) vs RRTVX (2500). SWORX (16.42) and RRTVX (15.72) have marching annual gain over last year. SWORX return over 5 years is better than : 45.23 vs. RRTVX (38.78).
| RRTVX | SWORX | RRTVX / SWORX | |
| Total Expense Ratio | 1.14 | 0.56 | 204% |
| Annual Report Gross Expense Ratio | 1.14 | 0.60 | 190% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 12.539 | 13.928 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 262M | 4,313% |
| Annual Yield % from dividends | 0.77 | 1.59 | 49% |
| Returns for 1 year | 15.72 | 16.42 | 96% |
| Returns for 3 years | 36.67 | 37.28 | 98% |
| Returns for 5 years | 38.78 | 45.23 | 86% |
| Returns for 10 years | 79.08 | 80.86 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement