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FATTX vs SWMRX
FATTX vs SWMRX Comparison Chart in %
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FATTX vs. SWMRX commentary
Oct 01, 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: 43.3B vs. SWMRX (358M). 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 (12.18) and SWMRX (11.73) have marching annual gain over last year. SWMRX (45.87) and FATTX (45.04) 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 | 15.812 | 14.897 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.3B | 358M | 12,095% |
| Annual Yield % from dividends | 1.02 | 1.74 | 58% |
| Returns for 1 year | 12.18 | 11.73 | 104% |
| Returns for 3 years | 57.08 | 55.52 | 103% |
| Returns for 5 years | 45.04 | 45.87 | 98% |
| Returns for 10 years | 98.89 | 81.28 | 122% |
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