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FCGTX vs SWERX
FCGTX vs SWERX Comparison Chart
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FCGTX vs. SWERX commentary
Apr 28, 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 FCGTX is a Hold and SWERX is a Hold.
FUNDAMENTALS
Fundamentals
FCGTX has more cash in the bank: 43.6B vs. SWERX (1.15B). SWERX pays higher dividends than FCGTX: SWERX (2.13) vs FCGTX (1.60). FCGTX was incepted earlier than SWERX: FCGTX (8 years) vs SWERX (20 years). SWERX (0.51) is less costly to investors than FCGTX (0.36). SWERX is a more actively managed with annual turnover of: 10.00 vs. FCGTX (6.00). SWERX has a lower initial minimum investment than FCGTX: SWERX (0) vs FCGTX (1000000). FCGTX annual gain was more profitable for investors over the last year : 7.33 vs. SWERX (6.15). FCGTX return over 5 years is better than : 46.99 vs. SWERX (37.85).
| FCGTX | SWERX | FCGTX / SWERX | |
| Total Expense Ratio | 0.36 | 0.50 | 72% |
| Annual Report Gross Expense Ratio | 0.36 | 0.51 | 71% |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | -0.782 | -0.613 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.6B | 1.15B | 3,785% |
| Annual Yield % from dividends | 1.60 | 2.13 | 75% |
| Returns for 1 year | 7.33 | 6.15 | 119% |
| Returns for 3 years | 17.60 | 10.95 | 161% |
| Returns for 5 years | 46.99 | 37.85 | 124% |
| Returns for 10 years | N/A | 20.64 | - |
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