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FCKTX vs SWPRX
FCKTX vs SWPRX Comparison Chart
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FCKTX vs. SWPRX commentary
Feb 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: 15.5B vs. SWPRX (94.3M). SWPRX pays higher dividends than FCKTX: SWPRX (1.68) vs FCKTX (1.32). FCKTX was incepted earlier than SWPRX: FCKTX (8 years) vs SWPRX (9 years). SWPRX is a more actively managed with annual turnover of: 4.00 vs. FCKTX (1.00). SWPRX has a lower initial minimum investment than FCKTX: SWPRX (0) vs FCKTX (1000000). SWPRX (12.18) and FCKTX (11.82) have marching annual gain over last year. FCKTX (37.69) and SWPRX (37.30) have equivalent 5 years return.
| FCKTX | SWPRX | FCKTX / SWPRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 3.363 | 3.611 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 94.3M | 16,437% |
| Annual Yield % from dividends | 1.32 | 1.68 | 78% |
| Returns for 1 year | 11.82 | 12.18 | 97% |
| Returns for 3 years | 18.09 | 15.74 | 115% |
| Returns for 5 years | 37.69 | 37.30 | 101% |
| Returns for 10 years | N/A | N/A | - |
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