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RBEMX vs SWORX
RBEMX vs SWORX Comparison Chart in %
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RBEMX vs. SWORX commentary
Jul 19, 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 RBEMX is a Hold and SWORX is a Hold.
FUNDAMENTALS
Fundamentals
RBEMX has more cash in the bank: 27.3B vs. SWORX (255M). SWORX pays higher dividends than RBEMX: SWORX (1.64) vs RBEMX (0.44). RBEMX was incepted earlier than SWORX: RBEMX (11 years) vs SWORX (12 years). RBEMX (1.19) is less costly to investors than SWORX (0.60). RBEMX is a more actively managed with annual turnover of: 5.00 vs. SWORX (4.00). SWORX has a lower initial minimum investment than RBEMX: SWORX (0) vs RBEMX (250). RBEMX annual gain was more profitable for investors over the last year : 12.64 vs. SWORX (10.64). SWORX return over 5 years is better than : 46.19 vs. RBEMX (42.03).
| RBEMX | SWORX | RBEMX / SWORX | |
| Total Expense Ratio | 1.19 | 0.56 | 212% |
| Annual Report Gross Expense Ratio | 1.19 | 0.60 | 198% |
| Fund Existence | 11 years | 12 years | - |
| Gain YTD | 11.185 | 9.848 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3B | 255M | 10,706% |
| Annual Yield % from dividends | 0.44 | 1.64 | 27% |
| Returns for 1 year | 12.64 | 10.64 | 119% |
| Returns for 3 years | 39.34 | 34.36 | 115% |
| Returns for 5 years | 42.03 | 46.19 | 91% |
| Returns for 10 years | 77.03 | 61.77 | 125% |
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