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FCETX vs SWDRX
FCETX vs SWDRX Comparison Chart
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FCETX vs. SWDRX commentary
Jun 06, 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 FCETX is a Hold and SWDRX is a Hold.
FUNDAMENTALS
Fundamentals
FCETX has more cash in the bank: 49.9B vs. SWDRX (970M). SWDRX pays higher dividends than FCETX: SWDRX (2.51) vs FCETX (2.27). FCETX was incepted earlier than SWDRX: FCETX (8 years) vs SWDRX (20 years). SWDRX (0.41) is less costly to investors than FCETX (0.33). SWDRX is a more actively managed with annual turnover of: 12.00 vs. FCETX (7.00). SWDRX has a lower initial minimum investment than FCETX: SWDRX (0) vs FCETX (1000000). FCETX annual gain was more profitable for investors over the last year : 9.25 vs. SWDRX (5.22). FCETX return over 5 years is better than : 27.73 vs. SWDRX (21.01).
| FCETX | SWDRX | FCETX / SWDRX | |
| Total Expense Ratio | 0.33 | 0.40 | 83% |
| Annual Report Gross Expense Ratio | 0.33 | 0.41 | 80% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 5.749 | 4.664 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.9B | 970M | 5,144% |
| Annual Yield % from dividends | 2.27 | 2.51 | 90% |
| Returns for 1 year | 9.25 | 5.22 | 177% |
| Returns for 3 years | 20.89 | 14.16 | 147% |
| Returns for 5 years | 27.73 | 21.01 | 132% |
| Returns for 10 years | N/A | 25.25 | - |
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