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RRTVX vs SWORX
RRTVX vs SWORX Comparison Chart
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RRTVX vs. SWORX commentary
Jan 20, 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: 10.4B vs. SWORX (229M). SWORX pays higher dividends than RRTVX: SWORX (1.71) vs RRTVX (0.80). RRTVX was incepted earlier than SWORX: RRTVX (18 years) vs SWORX (12 years). RRTVX is a more actively managed with annual turnover of: 28.30 vs. SWORX (4.00). SWORX has a lower initial minimum investment than RRTVX: SWORX (0) vs RRTVX (2500). RRTVX annual gain was more profitable for investors over the last year : 17.09 vs. SWORX (15.92). SWORX return over 5 years is better than : 28.46 vs. RRTVX (26.49).
| RRTVX | SWORX | RRTVX / SWORX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 12 years | - |
| Gain YTD | 2.004 | 1.748 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 229M | 4,541% |
| Annual Yield % from dividends | 0.80 | 1.71 | 47% |
| Returns for 1 year | 17.09 | 15.92 | 107% |
| Returns for 3 years | 6.77 | 4.66 | 145% |
| Returns for 5 years | 26.49 | 28.46 | 93% |
| Returns for 10 years | 61.07 | 59.82 | 102% |
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