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RBEMX vs SWORX
RBEMX vs SWORX Comparison Chart in %
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RBEMX vs. SWORX commentary
Jun 18, 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: 26.4B vs. SWORX (244M). SWORX pays higher dividends than RBEMX: SWORX (1.71) vs RBEMX (0.47). 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). SWORX (10.39) and RBEMX (10.21) have marching annual gain over last year. SWORX return over 5 years is better than : 47.15 vs. RBEMX (42.23).
| 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 | 7.235 | 6.818 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.4B | 244M | 10,820% |
| Annual Yield % from dividends | 0.47 | 1.71 | 27% |
| Returns for 1 year | 10.21 | 10.39 | 98% |
| Returns for 3 years | 40.80 | 36.94 | 110% |
| Returns for 5 years | 42.23 | 47.15 | 90% |
| Returns for 10 years | 70.32 | 57.55 | 122% |
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