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FCCRX vs SWCAX
FCCRX vs SWCAX Comparison
Open Charts FCCRX vs SWCAX
FCCRX vs SWCAX Comparison Chart in %
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FCCRX vs. SWCAX commentary
Jun 19, 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: 1.41B vs. SWCAX (601M). FCCRX pays higher dividends than SWCAX: FCCRX (3.55) vs SWCAX (3.19). FCCRX was incepted earlier than SWCAX: FCCRX (9 years) vs SWCAX (34 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 (22.85). SWCAX has a lower initial minimum investment than FCCRX: SWCAX (0) vs FCCRX (1000000). FCCRX (5.85) and SWCAX (5.74) have marching annual gain over last year. SWCAX return over 5 years is better than : 3.53 vs. FCCRX (2.47).
| 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 | 34 years | - |
| Gain YTD | 1.301 | 0.951 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 601M | 235% |
| Annual Yield % from dividends | 3.55 | 3.19 | 111% |
| Returns for 1 year | 5.85 | 5.74 | 102% |
| Returns for 3 years | 11.07 | 10.51 | 105% |
| Returns for 5 years | 2.47 | 3.53 | 70% |
| Returns for 10 years | N/A | 12.79 | - |
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