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FDDTX vs SWHRX
FDDTX vs SWHRX Comparison Chart in %
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FDDTX vs. SWHRX commentary
Jun 26, 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 FDDTX is a Hold and SWHRX is a Hold.
FUNDAMENTALS
Fundamentals
FDDTX has more cash in the bank: 32.7B vs. SWHRX (416M). SWHRX pays higher dividends than FDDTX: SWHRX (2.93) vs FDDTX (2.74). FDDTX was incepted earlier than SWHRX: FDDTX (8 years) vs SWHRX (17 years). SWHRX (0.34) is less costly to investors than FDDTX (0.31). SWHRX is a more actively managed with annual turnover of: 12.00 vs. FDDTX (10.00). SWHRX has a lower initial minimum investment than FDDTX: SWHRX (0) vs FDDTX (1000000). FDDTX annual gain was more profitable for investors over the last year : 8.27 vs. SWHRX (3.51). FDDTX return over 5 years is better than : 24.96 vs. SWHRX (16.51).
| FDDTX | SWHRX | FDDTX / SWHRX | |
| Total Expense Ratio | 0.31 | 0.32 | 97% |
| Annual Report Gross Expense Ratio | 0.31 | 0.34 | 91% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 6.944 | 4.685 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7B | 416M | 7,861% |
| Annual Yield % from dividends | 2.74 | 2.93 | 93% |
| Returns for 1 year | 8.27 | 3.51 | 236% |
| Returns for 3 years | 22.96 | 15.03 | 153% |
| Returns for 5 years | 24.96 | 16.51 | 151% |
| Returns for 10 years | N/A | 24.31 | - |
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