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FFLDX vs SWORX
FFLDX vs SWORX Comparison Chart
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FFLDX vs. SWORX commentary
May 24, 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: 15.3B vs. SWORX (236M). FFLDX pays higher dividends than SWORX: FFLDX (2.00) vs SWORX (1.80). 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: 8.00 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 : 11.12 vs. SWORX (8.28). FFLDX return over 5 years is better than : 72.71 vs. SWORX (52.58).
| 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 | 4.466 | 3.730 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 236M | 6,483% |
| Annual Yield % from dividends | 2.00 | 1.80 | 111% |
| Returns for 1 year | 11.12 | 8.28 | 134% |
| Returns for 3 years | 39.36 | 24.40 | 161% |
| Returns for 5 years | 72.71 | 52.58 | 138% |
| Returns for 10 years | N/A | 53.70 | - |
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