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FCHTX vs SWMRX
FCHTX vs SWMRX Comparison Chart in %
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FCHTX vs. SWMRX commentary
Jul 27, 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 FCHTX is a Hold and SWMRX is a Hold.
FUNDAMENTALS
Fundamentals
FCHTX has more cash in the bank: 42.4B vs. SWMRX (347M). SWMRX pays higher dividends than FCHTX: SWMRX (1.80) vs FCHTX (1.33). FCHTX was incepted earlier than SWMRX: FCHTX (9 years) vs SWMRX (13 years). SWMRX (0.55) is less costly to investors than FCHTX (0.37). SWMRX is a more actively managed with annual turnover of: 6.00 vs. FCHTX (5.00). SWMRX has a lower initial minimum investment than FCHTX: SWMRX (0) vs FCHTX (1000000). FCHTX annual gain was more profitable for investors over the last year : 16.76 vs. SWMRX (14.25). FCHTX (47.27) and SWMRX (45.63) have equivalent 5 years return.
| FCHTX | SWMRX | FCHTX / SWMRX | |
| Total Expense Ratio | 0.37 | 0.52 | 71% |
| Annual Report Gross Expense Ratio | 0.37 | 0.55 | 67% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 12.755 | 10.796 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 347M | 12,219% |
| Annual Yield % from dividends | 1.33 | 1.80 | 74% |
| Returns for 1 year | 16.76 | 14.25 | 118% |
| Returns for 3 years | 42.02 | 36.04 | 117% |
| Returns for 5 years | 47.27 | 45.63 | 104% |
| Returns for 10 years | N/A | 63.19 | - |
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