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FATTX vs SWMRX
FATTX vs SWMRX Comparison Chart
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FATTX vs. SWMRX commentary
May 25, 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: 39.3B vs. SWMRX (320M). SWMRX pays higher dividends than FATTX: SWMRX (1.95) vs FATTX (1.15). 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 (8.39) and SWMRX (8.26) have marching annual gain over last year. SWMRX return over 5 years is better than : 49.32 vs. FATTX (46.74).
| 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 | 3.689 | 3.257 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.3B | 320M | 12,281% |
| Annual Yield % from dividends | 1.15 | 1.95 | 59% |
| Returns for 1 year | 8.39 | 8.26 | 102% |
| Returns for 3 years | 27.03 | 24.23 | 112% |
| Returns for 5 years | 46.74 | 49.32 | 95% |
| Returns for 10 years | 64.93 | 50.67 | 128% |
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