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BCTIX vs SWCAX
BCTIX vs SWCAX Comparison
Open Charts BCTIX vs SWCAX
BCTIX vs SWCAX Comparison Chart in %
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BCTIX vs. SWCAX commentary
Jun 18, 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 BCTIX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
BCTIX has more cash in the bank: 2.25B vs. SWCAX (601M). BCTIX (3.24) and SWCAX (3.19) have matching dividends . BCTIX was incepted earlier than SWCAX: BCTIX (16 years) vs SWCAX (34 years). SWCAX (0.41) is less costly to investors than BCTIX (0.27). BCTIX is a more actively managed with annual turnover of: 61.00 vs. SWCAX (35.00). SWCAX has a lower initial minimum investment than BCTIX: SWCAX (0) vs BCTIX (5000000). BCTIX annual gain was more profitable for investors over the last year : 6.04 vs. SWCAX (5.74). BCTIX return over 5 years is better than : 5.81 vs. SWCAX (3.53).
| BCTIX | SWCAX | BCTIX / SWCAX | |
| Total Expense Ratio | 0.27 | 0.38 | 71% |
| Annual Report Gross Expense Ratio | 0.27 | 0.41 | 66% |
| Fund Existence | 16 years | 34 years | - |
| Gain YTD | 1.179 | 0.951 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 601M | 374% |
| Annual Yield % from dividends | 3.24 | 3.19 | 101% |
| Returns for 1 year | 6.04 | 5.74 | 105% |
| Returns for 3 years | 11.22 | 10.51 | 107% |
| Returns for 5 years | 5.81 | 3.53 | 165% |
| Returns for 10 years | 20.91 | 12.79 | 163% |
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