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FBMTX vs SWQRX
FBMTX vs SWQRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBMTX has more cash in the bank: 4.23B vs. SWQRX (28.2M). SWQRX pays higher dividends than FBMTX: SWQRX (1.71) vs FBMTX (1.06). FBMTX was incepted earlier than SWQRX: FBMTX (5 years) vs SWQRX (4 years). SWQRX (1.29) is less costly to investors than FBMTX (0.48). SWQRX is a more actively managed with annual turnover of: 7.00 vs. FBMTX (4.00). SWQRX has a lower initial minimum investment than FBMTX: SWQRX (0) vs FBMTX (250). SWQRX annual gain was more profitable for investors over the last year : 6.86 vs. FBMTX (6.35).
| FBMTX | SWQRX | FBMTX / SWQRX | |
| Total Expense Ratio | 0.48 | 0.59 | 81% |
| Annual Report Gross Expense Ratio | 0.48 | 1.29 | 37% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | -1.660 | -1.175 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.23B | 28.2M | 15,014% |
| Annual Yield % from dividends | 1.06 | 1.71 | 62% |
| Returns for 1 year | 6.35 | 6.86 | 93% |
| Returns for 3 years | 23.50 | 18.80 | 125% |
| Returns for 5 years | 57.80 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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