Interact to see
Advertisement
Advertisement
FBETX vs SWDRX
FBETX vs SWDRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBETX vs. SWDRX commentary
Jun 04, 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 FBETX is a Hold and SWDRX is a Hold.
FUNDAMENTALS
Fundamentals
FBETX has more cash in the bank: 49.7B vs. SWDRX (967M). SWDRX pays higher dividends than FBETX: SWDRX (2.51) vs FBETX (2.19). FBETX was incepted earlier than SWDRX: FBETX (11 years) vs SWDRX (20 years). FBETX (0.42) and SWDRX (0.41) have similar cost to investors . SWDRX is a more actively managed with annual turnover of: 12.00 vs. FBETX (7.00). SWDRX has a lower initial minimum investment than FBETX: SWDRX (0) vs FBETX (250). FBETX annual gain was more profitable for investors over the last year : 9.67 vs. SWDRX (5.62). FBETX return over 5 years is better than : 28.62 vs. SWDRX (22.35).
| FBETX | SWDRX | FBETX / SWDRX | |
| Total Expense Ratio | 0.42 | 0.40 | 105% |
| Annual Report Gross Expense Ratio | 0.42 | 0.41 | 102% |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | 5.297 | 4.229 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.7B | 967M | 5,140% |
| Annual Yield % from dividends | 2.19 | 2.51 | 87% |
| Returns for 1 year | 9.67 | 5.62 | 172% |
| Returns for 3 years | 20.17 | 13.83 | 146% |
| Returns for 5 years | 28.62 | 22.35 | 128% |
| Returns for 10 years | 48.61 | 24.26 | 200% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers