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FATTX vs SWMRX
FATTX vs SWMRX Comparison Chart
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FATTX vs. SWMRX commentary
Jun 15, 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: 40.4B vs. SWMRX (328M). SWMRX pays higher dividends than FATTX: SWMRX (1.87) vs FATTX (1.09). FATTX was incepted earlier than SWMRX: FATTX (11 years) vs SWMRX (12 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 : 10.01 vs. SWMRX (9.16). SWMRX (46.76) and FATTX (46.06) 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 | 12 years | - |
| Gain YTD | 6.804 | 5.669 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 328M | 12,317% |
| Annual Yield % from dividends | 1.09 | 1.87 | 59% |
| Returns for 1 year | 10.01 | 9.16 | 109% |
| Returns for 3 years | 37.95 | 34.12 | 111% |
| Returns for 5 years | 46.06 | 46.76 | 99% |
| Returns for 10 years | 70.64 | 54.67 | 129% |
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