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FFLDX vs SWORX
FFLDX vs SWORX Comparison Chart in %
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FFLDX vs. SWORX commentary
Jul 04, 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 FFLDX is a Hold and SWORX is a Hold.
FUNDAMENTALS
Fundamentals
FFLDX has more cash in the bank: 17.1B vs. SWORX (250M). FFLDX pays higher dividends than SWORX: FFLDX (1.84) vs SWORX (1.64). FFLDX was incepted earlier than SWORX: FFLDX (10 years) vs SWORX (12 years). SWORX (0.60) is less costly to investors than FFLDX (0.08). FFLDX is a more actively managed with annual turnover of: 12.00 vs. SWORX (4.00). SWORX has a lower initial minimum investment than FFLDX: SWORX (0) vs FFLDX (5000000). FFLDX annual gain was more profitable for investors over the last year : 14.21 vs. SWORX (11.36). FFLDX return over 5 years is better than : 69.97 vs. SWORX (49.63).
| FFLDX | SWORX | FFLDX / SWORX | |
| Total Expense Ratio | 0.08 | 0.56 | 14% |
| Annual Report Gross Expense Ratio | 0.08 | 0.60 | 13% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 10.459 | 9.674 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 250M | 6,840% |
| Annual Yield % from dividends | 1.84 | 1.64 | 112% |
| Returns for 1 year | 14.21 | 11.36 | 125% |
| Returns for 3 years | 52.75 | 37.05 | 142% |
| Returns for 5 years | 69.97 | 49.63 | 141% |
| Returns for 10 years | 105.13 | 65.29 | 161% |
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