Ad is loading...
FCQTX vs SWQRX
FCQTX vs SWQRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FCQTX has more cash in the bank: 4.23B vs. SWQRX (28.2M). SWQRX pays higher dividends than FCQTX: SWQRX (1.71) vs FCQTX (1.14). FCQTX was incepted earlier than SWQRX: FCQTX (5 years) vs SWQRX (4 years). SWQRX (1.29) 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). SWQRX annual gain was more profitable for investors over the last year : 6.86 vs. FCQTX (6.48).
| FCQTX | SWQRX | FCQTX / SWQRX | |
| Total Expense Ratio | 0.39 | 0.59 | 66% |
| Annual Report Gross Expense Ratio | 0.39 | 1.29 | 30% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | -1.601 | -1.175 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.23B | 28.2M | 15,014% |
| Annual Yield % from dividends | 1.14 | 1.71 | 66% |
| Returns for 1 year | 6.48 | 6.86 | 94% |
| Returns for 3 years | 23.79 | 18.80 | 127% |
| Returns for 5 years | 58.37 | N/A | - |
| Returns for 10 years | N/A | N/A | - |