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FCHTX vs SWYHX
FCHTX vs SWYHX Comparison Chart in %
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FCHTX vs. SWYHX commentary
Sep 04, 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 SWYHX is a Hold.
FUNDAMENTALS
Fundamentals
FCHTX has more cash in the bank: 42.6B vs. SWYHX (915M). SWYHX pays higher dividends than FCHTX: SWYHX (1.89) vs FCHTX (1.29). FCHTX was incepted earlier than SWYHX: FCHTX (9 years) vs SWYHX (9 years). FCHTX (0.37) is less costly to investors than SWYHX (0.13). SWYHX is a more actively managed with annual turnover of: 14.00 vs. FCHTX (5.00). SWYHX has a lower initial minimum investment than FCHTX: SWYHX (0) vs FCHTX (1000000). FCHTX (14.16) and SWYHX (13.99) have marching annual gain over last year. SWYHX return over 5 years is better than : 60.80 vs. FCHTX (42.48).
| FCHTX | SWYHX | FCHTX / SWYHX | |
| Total Expense Ratio | 0.37 | 0.08 | 463% |
| Annual Report Gross Expense Ratio | 0.37 | 0.13 | 285% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 13.229 | 11.690 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.6B | 915M | 4,656% |
| Annual Yield % from dividends | 1.29 | 1.89 | 68% |
| Returns for 1 year | 14.16 | 13.99 | 101% |
| Returns for 3 years | 43.29 | 50.72 | 85% |
| Returns for 5 years | 42.48 | 60.80 | 70% |
| Returns for 10 years | N/A | N/A | - |
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