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FCHTX vs SWMRX
FCHTX vs SWMRX Comparison Chart
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FCHTX vs. SWMRX commentary
May 25, 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: 39.3B vs. SWMRX (320M). SWMRX pays higher dividends than FCHTX: SWMRX (1.95) vs FCHTX (1.47). 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 : 8.79 vs. SWMRX (8.26). SWMRX (49.32) and FCHTX (48.80) 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 | 3.841 | 3.257 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.3B | 320M | 12,281% |
| Annual Yield % from dividends | 1.47 | 1.95 | 75% |
| Returns for 1 year | 8.79 | 8.26 | 106% |
| Returns for 3 years | 28.13 | 24.23 | 116% |
| Returns for 5 years | 48.80 | 49.32 | 99% |
| Returns for 10 years | N/A | 50.67 | - |
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