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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
Aug 26, 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: 2.27B vs. SWCAX (605M). SWCAX pays higher dividends than BCIAX: SWCAX (3.25) vs BCIAX (2.88). BCIAX was incepted earlier than SWCAX: BCIAX (17 years) vs SWCAX (35 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 annual gain was more profitable for investors over the last year : 3.91 vs. BCIAX (3.64). SWCAX (2.12) and BCIAX (2.10) 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 | 17 years | 35 years | - |
| Gain YTD | 0.053 | -0.074 | -72% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.27B | 605M | 375% |
| Annual Yield % from dividends | 2.88 | 3.25 | 89% |
| Returns for 1 year | 3.64 | 3.91 | 93% |
| Returns for 3 years | 9.73 | 10.09 | 97% |
| Returns for 5 years | 2.10 | 2.12 | 99% |
| Returns for 10 years | 14.11 | 11.07 | 128% |
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