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FCQTX vs SWQRX
FCQTX vs SWQRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCQTX has more cash in the bank: 4.43B vs. SWQRX (31.4M). SWQRX pays higher dividends than FCQTX: SWQRX (1.62) vs FCQTX (1.06). FCQTX was incepted earlier than SWQRX: FCQTX (5 years) vs SWQRX (4 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 : 10.63 vs. SWQRX (9.81).
| 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 | 4 years | - |
| Gain YTD | 6.747 | 6.239 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.43B | 31.4M | 14,096% |
| Annual Yield % from dividends | 1.06 | 1.62 | 66% |
| Returns for 1 year | 10.63 | 9.81 | 108% |
| Returns for 3 years | 46.42 | 40.01 | 116% |
| Returns for 5 years | 63.68 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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