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FBFTX vs SWIRX
FBFTX vs SWIRX Comparison Chart in %
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FBFTX vs. SWIRX commentary
Aug 26, 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 FBFTX is a Hold and SWIRX is a Hold.
FUNDAMENTALS
Fundamentals
FBFTX has more cash in the bank: 52.7B vs. SWIRX (651M). SWIRX pays higher dividends than FBFTX: SWIRX (2.15) vs FBFTX (1.75). FBFTX was incepted earlier than SWIRX: FBFTX (12 years) vs SWIRX (17 years). SWIRX (0.47) is less costly to investors than FBFTX (0.42). SWIRX is a more actively managed with annual turnover of: 11.00 vs. FBFTX (7.00). SWIRX has a lower initial minimum investment than FBFTX: SWIRX (0) vs FBFTX (250). FBFTX (11.01) and SWIRX (10.71) have marching annual gain over last year. FBFTX return over 5 years is better than : 35.23 vs. SWIRX (31.72).
| FBFTX | SWIRX | FBFTX / SWIRX | |
| Total Expense Ratio | 0.42 | 0.45 | 93% |
| Annual Report Gross Expense Ratio | 0.42 | 0.47 | 89% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 11.939 | 11.326 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.7B | 651M | 8,095% |
| Annual Yield % from dividends | 1.75 | 2.15 | 82% |
| Returns for 1 year | 11.01 | 10.71 | 103% |
| Returns for 3 years | 31.78 | 28.74 | 111% |
| Returns for 5 years | 35.23 | 31.72 | 111% |
| Returns for 10 years | 85.38 | 59.72 | 143% |
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