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FDTKX vs SWHRX
FDTKX vs SWHRX Comparison Chart in %
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FDTKX 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 FDTKX is a Hold and SWHRX is a Hold.
FUNDAMENTALS
Fundamentals
FDTKX has more cash in the bank: 19.4B vs. SWHRX (419M). SWHRX pays higher dividends than FDTKX: SWHRX (2.93) vs FDTKX (2.61). FDTKX was incepted earlier than SWHRX: FDTKX (8 years) vs SWHRX (17 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 : 6.55 vs. SWHRX (4.06). SWHRX (18.53) and FDTKX (18.20) 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 | 17 years | - |
| Gain YTD | 5.221 | 5.385 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 419M | 4,630% |
| Annual Yield % from dividends | 2.61 | 2.93 | 89% |
| Returns for 1 year | 6.55 | 4.06 | 161% |
| Returns for 3 years | 26.11 | 15.79 | 165% |
| Returns for 5 years | 18.20 | 18.53 | 98% |
| Returns for 10 years | N/A | 25.14 | - |
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