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FATTX vs SWMRX
FATTX vs SWMRX Comparison Chart in %
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FATTX vs. SWMRX commentary
Sep 10, 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: 43.1B vs. SWMRX (353M). SWMRX pays higher dividends than FATTX: SWMRX (1.74) vs FATTX (1.02). FATTX was incepted earlier than SWMRX: FATTX (12 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 : 16.63 vs. SWMRX (15.13). SWMRX (45.40) and FATTX (45.12) 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 | 12 years | 13 years | - |
| Gain YTD | 14.662 | 13.631 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.1B | 353M | 12,210% |
| Annual Yield % from dividends | 1.02 | 1.74 | 58% |
| Returns for 1 year | 16.63 | 15.13 | 110% |
| Returns for 3 years | 39.99 | 37.38 | 107% |
| Returns for 5 years | 45.12 | 45.40 | 99% |
| Returns for 10 years | 95.21 | 77.06 | 124% |
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