Ad is loading...
FATTX vs SWMRX
FATTX vs SWMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FATTX vs. SWMRX commentary
Apr 30, 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: 37.6B vs. SWMRX (308M). SWMRX pays higher dividends than FATTX: SWMRX (1.96) vs FATTX (1.16). 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). SWMRX annual gain was more profitable for investors over the last year : 6.86 vs. FATTX (6.31). SWMRX return over 5 years is better than : 46.07 vs. FATTX (43.46).
| 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 | -0.623 | -0.543 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 308M | 12,208% |
| Annual Yield % from dividends | 1.16 | 1.96 | 59% |
| Returns for 1 year | 6.31 | 6.86 | 92% |
| Returns for 3 years | 18.09 | 15.71 | 115% |
| Returns for 5 years | 43.46 | 46.07 | 94% |
| Returns for 10 years | 58.19 | 45.46 | 128% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| LIT.X | 0.000421 | N/A | -0.01% |
| Lition cryptocurrency | |||
| PYR.X | 1.143215 | -0.002138 | -0.19% |
| Vulcan Forged (PYR) cryptocurrency | |||
| SXP.X | 0.209357 | -0.000764 | -0.36% |
| Solar cryptocurrency | |||
| ADX.X | 0.095613 | -0.002128 | -2.18% |
| AdEx cryptocurrency | |||
| BTT.X | 0.000001 | N/A | -2.99% |
| BitTorrent [New] cryptocurrency | |||