Interact to see
Advertisement
Advertisement
FFIKX vs SWQRX
FFIKX vs SWQRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FFIKX has more cash in the bank: 3.16B vs. SWQRX (31.4M). FFIKX pays higher dividends than SWQRX: FFIKX (1.86) vs SWQRX (1.62). FFIKX was incepted earlier than SWQRX: FFIKX (6 years) vs SWQRX (4 years). SWQRX (0.92) is less costly to investors than FFIKX (0.08). FFIKX is a more actively managed with annual turnover of: 9.00 vs. SWQRX (7.00). SWQRX has a lower initial minimum investment than FFIKX: SWQRX (0) vs FFIKX (5000000). FFIKX annual gain was more profitable for investors over the last year : 11.97 vs. SWQRX (9.81).
| FFIKX | SWQRX | FFIKX / SWQRX | |
| Total Expense Ratio | 0.08 | 0.58 | 14% |
| Annual Report Gross Expense Ratio | 0.08 | 0.92 | 9% |
| Fund Existence | 6 years | 4 years | - |
| Gain YTD | 6.754 | 6.239 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 31.4M | 10,054% |
| Annual Yield % from dividends | 1.86 | 1.62 | 115% |
| Returns for 1 year | 11.97 | 9.81 | 122% |
| Returns for 3 years | 50.22 | 40.01 | 126% |
| Returns for 5 years | 69.36 | N/A | - |
| Returns for 10 years | N/A | N/A | - |