Interact to see
Advertisement
Advertisement
FDTKX vs SWHRX
FDTKX vs SWHRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FDTKX vs. SWHRX commentary
Sep 09, 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 FDTKX is a Hold and SWHRX is a Hold.
FUNDAMENTALS
Fundamentals
FDTKX has more cash in the bank: 19.9B vs. SWHRX (424M). SWHRX pays higher dividends than FDTKX: SWHRX (2.80) vs FDTKX (2.47). FDTKX was incepted earlier than SWHRX: FDTKX (8 years) vs SWHRX (18 years). SWHRX (0.34) is less costly to investors than FDTKX (0.32). FDTKX is a more actively managed with annual turnover of: 15.00 vs. SWHRX (12.00). FDTKX (0) and SWHRX (0) have matching initial minimum investment requirements. FDTKX annual gain was more profitable for investors over the last year : 9.59 vs. SWHRX (5.79). SWHRX (15.33) and FDTKX (14.91) have equivalent 5 years return.
| FDTKX | SWHRX | FDTKX / SWHRX | |
| Total Expense Ratio | 0.32 | 0.32 | 100% |
| Annual Report Gross Expense Ratio | 0.32 | 0.34 | 94% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 9.805 | 9.510 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 424M | 4,693% |
| Annual Yield % from dividends | 2.47 | 2.80 | 88% |
| Returns for 1 year | 9.59 | 5.79 | 166% |
| Returns for 3 years | 30.86 | 19.22 | 161% |
| Returns for 5 years | 14.91 | 15.33 | 97% |
| Returns for 10 years | N/A | 36.19 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SETH | 8.28 | 0.08 | +0.98% |
| ProShares Short Ether ETF | |||
| NUAG | 21.31 | 0.07 | +0.33% |
| Nuveen Enhanced Yield US Aggt Bd ETF | |||
| FFEB | 54.26 | 0.13 | +0.24% |
| FT Vest US Equity Buffer ETF Feb | |||
| VALQ | 64.43 | 0.03 | +0.05% |
| American Century® U.S. Quality Value ETF | |||
| PMMR | 25.77 | N/A | N/A |
| PGIM S&P 500 Max Buffer ETF - March | |||