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FFIKX vs SWQRX
FFIKX vs SWQRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FFIKX has more cash in the bank: 2.83B vs. SWQRX (28.2M). FFIKX pays higher dividends than SWQRX: FFIKX (1.93) vs SWQRX (1.71). FFIKX was incepted earlier than SWQRX: FFIKX (6 years) vs SWQRX (4 years). SWQRX (1.29) is less costly to investors than FFIKX (0.09). FFIKX (7.00) and SWQRX (7.00) have comparable annual turnover. 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 : 9.48 vs. SWQRX (6.86).
| FFIKX | SWQRX | FFIKX / SWQRX | |
| Total Expense Ratio | 0.09 | 0.59 | 15% |
| Annual Report Gross Expense Ratio | 0.09 | 1.29 | 7% |
| Fund Existence | 6 years | 4 years | - |
| Gain YTD | -0.273 | -1.175 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.83B | 28.2M | 10,046% |
| Annual Yield % from dividends | 1.93 | 1.71 | 113% |
| Returns for 1 year | 9.48 | 6.86 | 138% |
| Returns for 3 years | 28.69 | 18.80 | 153% |
| Returns for 5 years | 64.36 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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