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FFIKX vs SWQRX
FFIKX vs SWQRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFIKX has more cash in the bank: 3.87B vs. SWQRX (39.2M). FFIKX pays higher dividends than SWQRX: FFIKX (1.66) vs SWQRX (1.44). FFIKX was incepted earlier than SWQRX: FFIKX (6 years) vs SWQRX (5 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 : 17.89 vs. SWQRX (15.59).
| 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 | 5 years | - |
| Gain YTD | 18.638 | 17.902 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.87B | 39.2M | 9,875% |
| Annual Yield % from dividends | 1.66 | 1.44 | 115% |
| Returns for 1 year | 17.89 | 15.59 | 115% |
| Returns for 3 years | 72.42 | 60.73 | 119% |
| Returns for 5 years | 67.96 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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