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FCKTX vs SWPRX
FCKTX vs SWPRX Comparison Chart in %
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FCKTX vs. SWPRX commentary
Jul 19, 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 FCKTX is a Hold and SWPRX is a Hold.
FUNDAMENTALS
Fundamentals
FCKTX has more cash in the bank: 17.2B vs. SWPRX (106M). SWPRX pays higher dividends than FCKTX: SWPRX (1.57) vs FCKTX (1.06). FCKTX was incepted earlier than SWPRX: FCKTX (8 years) vs SWPRX (9 years). SWPRX (0.68) is less costly to investors than FCKTX (0.39). FCKTX is a more actively managed with annual turnover of: 5.00 vs. SWPRX (2.00). SWPRX has a lower initial minimum investment than FCKTX: SWPRX (0) vs FCKTX (1000000). FCKTX annual gain was more profitable for investors over the last year : 12.99 vs. SWPRX (10.42). SWPRX return over 5 years is better than : 53.01 vs. FCKTX (49.21).
| FCKTX | SWPRX | FCKTX / SWPRX | |
| Total Expense Ratio | 0.39 | 0.58 | 67% |
| Annual Report Gross Expense Ratio | 0.39 | 0.68 | 57% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 11.771 | 10.316 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 106M | 16,226% |
| Annual Yield % from dividends | 1.06 | 1.57 | 67% |
| Returns for 1 year | 12.99 | 10.42 | 125% |
| Returns for 3 years | 46.86 | 42.37 | 111% |
| Returns for 5 years | 49.21 | 53.01 | 93% |
| Returns for 10 years | N/A | N/A | - |
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