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FCHTX vs SWMRX
FCHTX vs SWMRX Comparison Chart
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FCHTX vs. SWMRX commentary
Jun 15, 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: 40.4B vs. SWMRX (328M). SWMRX pays higher dividends than FCHTX: SWMRX (1.87) vs FCHTX (1.39). FCHTX was incepted earlier than SWMRX: FCHTX (8 years) vs SWMRX (12 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 : 10.45 vs. SWMRX (9.16). FCHTX (48.07) and SWMRX (46.76) 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 | 8 years | 12 years | - |
| Gain YTD | 6.970 | 5.669 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 328M | 12,317% |
| Annual Yield % from dividends | 1.39 | 1.87 | 75% |
| Returns for 1 year | 10.45 | 9.16 | 114% |
| Returns for 3 years | 39.09 | 34.12 | 115% |
| Returns for 5 years | 48.07 | 46.76 | 103% |
| Returns for 10 years | N/A | 54.67 | - |
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