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FAPTX vs SWHRX
FAPTX vs SWHRX Comparison Chart in %
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FAPTX vs. SWHRX commentary
Jun 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 FAPTX is a Hold and SWHRX is a Hold.
FUNDAMENTALS
Fundamentals
FAPTX has more cash in the bank: 32.7B vs. SWHRX (419M). SWHRX pays higher dividends than FAPTX: SWHRX (2.93) vs FAPTX (2.43). FAPTX was incepted earlier than SWHRX: FAPTX (11 years) vs SWHRX (17 years). FAPTX (0.67) is less costly to investors than SWHRX (0.34). SWHRX is a more actively managed with annual turnover of: 12.00 vs. FAPTX (10.00). SWHRX has a lower initial minimum investment than FAPTX: SWHRX (0) vs FAPTX (250). FAPTX annual gain was more profitable for investors over the last year : 7.79 vs. SWHRX (4.06). FAPTX return over 5 years is better than : 24.05 vs. SWHRX (18.53).
| FAPTX | SWHRX | FAPTX / SWHRX | |
| Total Expense Ratio | 0.67 | 0.32 | 209% |
| Annual Report Gross Expense Ratio | 0.67 | 0.34 | 197% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 6.684 | 5.385 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7B | 419M | 7,804% |
| Annual Yield % from dividends | 2.43 | 2.93 | 83% |
| Returns for 1 year | 7.79 | 4.06 | 192% |
| Returns for 3 years | 21.66 | 15.79 | 137% |
| Returns for 5 years | 24.05 | 18.53 | 130% |
| Returns for 10 years | 38.90 | 25.14 | 155% |
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