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FATTX vs SWMRX
FATTX vs SWMRX Comparison Chart in %
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FATTX vs. SWMRX commentary
Jul 27, 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 FATTX is a Hold and SWMRX is a Hold.
FUNDAMENTALS
Fundamentals
FATTX has more cash in the bank: 42.4B vs. SWMRX (347M). SWMRX pays higher dividends than FATTX: SWMRX (1.80) vs FATTX (1.04). FATTX was incepted earlier than SWMRX: FATTX (11 years) vs SWMRX (13 years). FATTX (0.73) is less costly to investors than SWMRX (0.55). SWMRX is a more actively managed with annual turnover of: 6.00 vs. FATTX (5.00). SWMRX has a lower initial minimum investment than FATTX: SWMRX (0) vs FATTX (250). FATTX annual gain was more profitable for investors over the last year : 16.33 vs. SWMRX (14.25). SWMRX (45.63) and FATTX (45.35) have equivalent 5 years return.
| FATTX | SWMRX | FATTX / SWMRX | |
| Total Expense Ratio | 0.73 | 0.52 | 140% |
| Annual Report Gross Expense Ratio | 0.73 | 0.55 | 133% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 12.554 | 10.796 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 347M | 12,219% |
| Annual Yield % from dividends | 1.04 | 1.80 | 58% |
| Returns for 1 year | 16.33 | 14.25 | 115% |
| Returns for 3 years | 40.95 | 36.04 | 114% |
| Returns for 5 years | 45.35 | 45.63 | 99% |
| Returns for 10 years | 81.44 | 63.19 | 129% |
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