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FCKTX vs SWPRX
FCKTX vs SWPRX Comparison Chart
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FCKTX vs. SWPRX commentary
Apr 29, 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: 15B vs. SWPRX (92.7M). SWPRX pays higher dividends than FCKTX: SWPRX (1.74) vs FCKTX (1.19). FCKTX was incepted earlier than SWPRX: FCKTX (8 years) vs SWPRX (9 years). SWPRX (0.73) 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). SWPRX annual gain was more profitable for investors over the last year : 6.79 vs. FCKTX (5.97). SWPRX return over 5 years is better than : 52.58 vs. FCKTX (46.28).
| FCKTX | SWPRX | FCKTX / SWPRX | |
| Total Expense Ratio | 0.39 | 0.58 | 67% |
| Annual Report Gross Expense Ratio | 0.39 | 0.73 | 53% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | -1.570 | -1.096 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 92.7M | 16,181% |
| Annual Yield % from dividends | 1.19 | 1.74 | 69% |
| Returns for 1 year | 5.97 | 6.79 | 88% |
| Returns for 3 years | 19.86 | 17.57 | 113% |
| Returns for 5 years | 46.28 | 52.58 | 88% |
| Returns for 10 years | N/A | N/A | - |
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