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DITFX vs SWNRX
DITFX vs SWNRX Comparison Chart
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DITFX vs. SWNRX commentary
Apr 26, 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 DITFX is a Hold and SWNRX is a Hold.
FUNDAMENTALS
Fundamentals
DITFX has more cash in the bank: 33.6B vs. SWNRX (313M). SWNRX pays higher dividends than DITFX: SWNRX (1.85) vs DITFX (1.36). DITFX was incepted earlier than SWNRX: DITFX (8 years) vs SWNRX (12 years). SWNRX (0.60) is less costly to investors than DITFX (0.37). DITFX is a more actively managed with annual turnover of: 5.00 vs. SWNRX (2.00). SWNRX has a lower initial minimum investment than DITFX: SWNRX (0) vs DITFX (1000000). SWNRX (7.11) and DITFX (6.84) have marching annual gain over last year. SWNRX (49.79) and DITFX (47.84) have equivalent 5 years return.
| DITFX | SWNRX | DITFX / SWNRX | |
| Total Expense Ratio | 0.37 | 0.56 | 66% |
| Annual Report Gross Expense Ratio | 0.37 | 0.60 | 62% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | -1.442 | -1.483 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.6B | 313M | 10,735% |
| Annual Yield % from dividends | 1.36 | 1.85 | 73% |
| Returns for 1 year | 6.84 | 7.11 | 96% |
| Returns for 3 years | 17.60 | 13.78 | 128% |
| Returns for 5 years | 47.84 | 49.79 | 96% |
| Returns for 10 years | N/A | 43.50 | - |
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