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FCKTX vs SWPRX
FCKTX vs SWPRX Comparison Chart in %
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FCKTX vs. SWPRX commentary
Jun 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 FCKTX is a Hold and SWPRX is a Hold.
FUNDAMENTALS
Fundamentals
FCKTX has more cash in the bank: 16.4B vs. SWPRX (101M). SWPRX pays higher dividends than FCKTX: SWPRX (1.64) vs FCKTX (1.11). 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 (9.51) and SWPRX (9.09) have marching annual gain over last year. SWPRX return over 5 years is better than : 54.25 vs. FCKTX (49.32).
| 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 | 6.446 | 5.738 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 101M | 16,238% |
| Annual Yield % from dividends | 1.11 | 1.64 | 68% |
| Returns for 1 year | 9.51 | 9.09 | 105% |
| Returns for 3 years | 36.72 | 32.95 | 111% |
| Returns for 5 years | 49.32 | 54.25 | 91% |
| Returns for 10 years | N/A | N/A | - |
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