Interact to see
Advertisement
Advertisement
FCCRX vs SWCAX
FCCRX vs SWCAX Comparison
Open Charts FCCRX vs SWCAX
FCCRX vs SWCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FCCRX vs. SWCAX commentary
Sep 18, 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 FCCRX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
FCCRX has more cash in the bank: 1.4B vs. SWCAX (586M). FCCRX pays higher dividends than SWCAX: FCCRX (3.63) vs SWCAX (3.24). FCCRX was incepted earlier than SWCAX: FCCRX (9 years) vs SWCAX (35 years). FCCRX (0.51) is less costly to investors than SWCAX (0.41). SWCAX is a more actively managed with annual turnover of: 35.00 vs. FCCRX (10.23). SWCAX has a lower initial minimum investment than FCCRX: SWCAX (0) vs FCCRX (1000000). FCCRX annual gain was more profitable for investors over the last year : 0.26 vs. SWCAX (-0.77). SWCAX return over 5 years is better than : -0.00 vs. FCCRX (-0.22).
| FCCRX | SWCAX | FCCRX / SWCAX | |
| Total Expense Ratio | 0.46 | 0.38 | 121% |
| Annual Report Gross Expense Ratio | 0.51 | 0.41 | 124% |
| Fund Existence | 9 years | 35 years | - |
| Gain YTD | -1.108 | -2.106 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 586M | 238% |
| Annual Yield % from dividends | 3.63 | 3.24 | 112% |
| Returns for 1 year | 0.26 | -0.77 | -34% |
| Returns for 3 years | 9.20 | 7.69 | 120% |
| Returns for 5 years | -0.22 | -0.00 | 833,048% |
| Returns for 10 years | N/A | 9.41 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers