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CSPEX vs FSWFX
CSPEX vs FSWFX Comparison
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CSPEX vs FSWFX Comparison Chart in %
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CSPEX vs. FSWFX commentary
Sep 12, 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 CSPEX is a Buy and FSWFX is a Buy.
FUNDAMENTALS
Fundamentals
CSPEX (91.4B) and FSWFX (91.4B) have equal amount of cash in the bank . FSWFX pays higher dividends than CSPEX: FSWFX (0.82) vs CSPEX (0.44). CSPEX was incepted earlier than FSWFX: CSPEX (25 years) vs FSWFX (6 years). CSPEX (1.25) is less costly to investors than FSWFX (0.76). CSPEX (41.00) and FSWFX (41.00) have comparable annual turnover. CSPEX (250) and FSWFX (250) have matching initial minimum investment requirements. FSWFX annual gain was more profitable for investors over the last year : 9.28 vs. CSPEX (8.42). FSWFX return over 5 years is better than : -8.01 vs. CSPEX (-11.06).
| CSPEX | FSWFX | CSPEX / FSWFX | |
| Total Expense Ratio | 1.25 | 0.76 | 164% |
| Annual Report Gross Expense Ratio | 1.25 | 0.76 | 164% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 12.104 | 12.495 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.4B | 91.4B | 100% |
| Annual Yield % from dividends | 0.44 | 0.82 | 54% |
| Returns for 1 year | 8.42 | 9.28 | 91% |
| Returns for 3 years | 36.14 | 38.59 | 94% |
| Returns for 5 years | -11.06 | -8.01 | 138% |
| Returns for 10 years | 76.61 | N/A | - |
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