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FFSDX vs SWQRX
FFSDX vs SWQRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FFSDX has more cash in the bank: 2.06B vs. SWQRX (31.7M). SWQRX pays higher dividends than FFSDX: SWQRX (1.62) vs FFSDX (1.40). FFSDX was incepted earlier than SWQRX: FFSDX (6 years) vs SWQRX (4 years). SWQRX (0.92) is less costly to investors than FFSDX (0.65). FFSDX is a more actively managed with annual turnover of: 16.00 vs. SWQRX (7.00). FFSDX (0) and SWQRX (0) have matching initial minimum investment requirements. SWQRX annual gain was more profitable for investors over the last year : 10.64 vs. FFSDX (9.33).
| FFSDX | SWQRX | FFSDX / SWQRX | |
| Total Expense Ratio | 0.65 | 0.58 | 112% |
| Annual Report Gross Expense Ratio | 0.65 | 0.92 | 71% |
| Fund Existence | 6 years | 4 years | - |
| Gain YTD | 6.278 | 7.143 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 31.7M | 6,511% |
| Annual Yield % from dividends | 1.40 | 1.62 | 87% |
| Returns for 1 year | 9.33 | 10.64 | 88% |
| Returns for 3 years | 47.54 | 43.17 | 110% |
| Returns for 5 years | 49.35 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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