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BCIAX vs SWCAX
BCIAX vs SWCAX Comparison
Open Charts BCIAX vs SWCAX
BCIAX vs SWCAX Comparison Chart in %
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BCIAX vs. SWCAX commentary
Jun 19, 2026
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 BCIAX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
BCIAX has more cash in the bank: 2.25B vs. SWCAX (601M). SWCAX pays higher dividends than BCIAX: SWCAX (3.19) vs BCIAX (2.79). BCIAX was incepted earlier than SWCAX: BCIAX (16 years) vs SWCAX (34 years). BCIAX (0.72) is less costly to investors than SWCAX (0.41). BCIAX is a more actively managed with annual turnover of: 61.00 vs. SWCAX (35.00). SWCAX has a lower initial minimum investment than BCIAX: SWCAX (0) vs BCIAX (2500). SWCAX (5.74) and BCIAX (5.56) have marching annual gain over last year. SWCAX (3.53) and BCIAX (3.46) have equivalent 5 years return.
| BCIAX | SWCAX | BCIAX / SWCAX | |
| Total Expense Ratio | 0.72 | 0.38 | 189% |
| Annual Report Gross Expense Ratio | 0.72 | 0.41 | 176% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 1.081 | 0.951 | 114% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 601M | 375% |
| Annual Yield % from dividends | 2.79 | 3.19 | 87% |
| Returns for 1 year | 5.56 | 5.74 | 97% |
| Returns for 3 years | 9.82 | 10.51 | 93% |
| Returns for 5 years | 3.46 | 3.53 | 98% |
| Returns for 10 years | 15.68 | 12.79 | 123% |
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