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FATKX vs TCWHX
FATKX vs TCWHX Comparison Chart in %
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FATKX vs. TCWHX commentary
Jul 06, 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 FATKX is a Hold and TCWHX is a Hold.
FUNDAMENTALS
Fundamentals
FATKX has more cash in the bank: 12.9B vs. TCWHX (2.12B). TCWHX pays higher dividends than FATKX: TCWHX (3.32) vs FATKX (2.77). FATKX was incepted earlier than TCWHX: FATKX (8 years) vs TCWHX (10 years). TCWHX (0.62) is less costly to investors than FATKX (0.28). FATKX is a more actively managed with annual turnover of: 14.00 vs. TCWHX (12.00). FATKX has a lower initial minimum investment than TCWHX: FATKX (0) vs TCWHX (100000). TCWHX annual gain was more profitable for investors over the last year : 7.21 vs. FATKX (6.80). TCWHX return over 5 years is better than : 14.64 vs. FATKX (9.28).
| FATKX | TCWHX | FATKX / TCWHX | |
| Total Expense Ratio | 0.28 | 0.48 | 58% |
| Annual Report Gross Expense Ratio | 0.28 | 0.62 | 45% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 5.915 | 6.277 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 2.12B | 608% |
| Annual Yield % from dividends | 2.77 | 3.32 | 84% |
| Returns for 1 year | 6.80 | 7.21 | 94% |
| Returns for 3 years | 24.07 | 20.96 | 115% |
| Returns for 5 years | 9.28 | 14.64 | 63% |
| Returns for 10 years | N/A | N/A | - |
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