Ad is loading...
FCHTX vs SWMRX
FCHTX vs SWMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FCHTX vs. SWMRX commentary
Apr 30, 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: 37.6B vs. SWMRX (308M). SWMRX pays higher dividends than FCHTX: SWMRX (1.96) vs FCHTX (1.48). 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). SWMRX (6.86) and FCHTX (6.73) have marching annual gain over last year. SWMRX (46.07) and FCHTX (45.39) 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 | -0.522 | -0.543 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 308M | 12,208% |
| Annual Yield % from dividends | 1.48 | 1.96 | 76% |
| Returns for 1 year | 6.73 | 6.86 | 98% |
| Returns for 3 years | 19.03 | 15.71 | 121% |
| Returns for 5 years | 45.39 | 46.07 | 99% |
| Returns for 10 years | N/A | 45.46 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| LIT.X | 0.000421 | N/A | -0.01% |
| Lition cryptocurrency | |||
| PYR.X | 1.143215 | -0.002138 | -0.19% |
| Vulcan Forged (PYR) cryptocurrency | |||
| SXP.X | 0.209357 | -0.000764 | -0.36% |
| Solar cryptocurrency | |||
| ADX.X | 0.095613 | -0.002128 | -2.18% |
| AdEx cryptocurrency | |||
| BTT.X | 0.000001 | N/A | -2.99% |
| BitTorrent [New] cryptocurrency | |||