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FCQTX vs SWQRX
FCQTX vs SWQRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCQTX has more cash in the bank: 5.25B vs. SWQRX (36.2M). SWQRX pays higher dividends than FCQTX: SWQRX (1.49) vs FCQTX (0.98). FCQTX was incepted earlier than SWQRX: FCQTX (5 years) vs SWQRX (5 years). SWQRX (0.92) is less costly to investors than FCQTX (0.39). SWQRX is a more actively managed with annual turnover of: 7.00 vs. FCQTX (4.00). SWQRX has a lower initial minimum investment than FCQTX: SWQRX (0) vs FCQTX (1000000). FCQTX annual gain was more profitable for investors over the last year : 17.22 vs. SWQRX (15.65).
| FCQTX | SWQRX | FCQTX / SWQRX | |
| Total Expense Ratio | 0.39 | 0.58 | 67% |
| Annual Report Gross Expense Ratio | 0.39 | 0.92 | 42% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 14.694 | 14.467 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.25B | 36.2M | 14,508% |
| Annual Yield % from dividends | 0.98 | 1.49 | 66% |
| Returns for 1 year | 17.22 | 15.65 | 110% |
| Returns for 3 years | 53.67 | 48.81 | 110% |
| Returns for 5 years | 59.70 | N/A | - |
| Returns for 10 years | N/A | N/A | - |