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FBCIX vs SAWMX
FBCIX vs SAWMX Comparison
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FBCIX vs SAWMX Comparison Chart in %
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FBCIX vs. SAWMX commentary
Sep 15, 2026
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 FBCIX is a Hold and SAWMX is a Hold.
FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 131B vs. SAWMX (23.4M). FBCIX pays higher dividends than SAWMX: FBCIX (2.88) vs SAWMX (2.30). FBCIX was incepted earlier than SAWMX: FBCIX (6 years) vs SAWMX (11 years). SAWMX (1.59) is less costly to investors than FBCIX (0.35). FBCIX is a more actively managed with annual turnover of: 50.00 vs. SAWMX (9.00). FBCIX has a lower initial minimum investment than SAWMX: FBCIX (250) vs SAWMX (5000). SAWMX annual gain was more profitable for investors over the last year : 13.89 vs. FBCIX (7.96). FBCIX return over 5 years is better than : 43.56 vs. SAWMX (30.25).
| FBCIX | SAWMX | FBCIX / SAWMX | |
| Total Expense Ratio | 0.35 | 0.71 | 49% |
| Annual Report Gross Expense Ratio | 0.35 | 1.59 | 22% |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 9.692 | 13.043 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 23.4M | 559,829% |
| Annual Yield % from dividends | 2.88 | 2.30 | 125% |
| Returns for 1 year | 7.96 | 13.89 | 57% |
| Returns for 3 years | 44.44 | 40.93 | 109% |
| Returns for 5 years | 43.56 | 30.25 | 144% |
| Returns for 10 years | N/A | 78.88 | - |
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