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FKCIX vs SWCAX
FKCIX vs SWCAX Comparison
Open Charts FKCIX vs SWCAX
FKCIX vs SWCAX Comparison Chart in %
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FKCIX vs. SWCAX commentary
Sep 18, 2026
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 FKCIX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
FKCIX has more cash in the bank: 1.4B vs. SWCAX (586M). FKCIX pays higher dividends than SWCAX: FKCIX (3.51) vs SWCAX (3.24). FKCIX was incepted earlier than SWCAX: FKCIX (34 years) vs SWCAX (35 years). FKCIX (0.66) is less costly to investors than SWCAX (0.41). SWCAX is a more actively managed with annual turnover of: 35.00 vs. FKCIX (10.23). SWCAX has a lower initial minimum investment than FKCIX: SWCAX (0) vs FKCIX (1000). FKCIX annual gain was more profitable for investors over the last year : 0.23 vs. SWCAX (-0.50). SWCAX return over 5 years is better than : 0.09 vs. FKCIX (-0.65).
| FKCIX | SWCAX | FKCIX / SWCAX | |
| Total Expense Ratio | 0.59 | 0.38 | 155% |
| Annual Report Gross Expense Ratio | 0.66 | 0.41 | 161% |
| Fund Existence | 34 years | 35 years | - |
| Gain YTD | -1.105 | -2.014 | 55% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 586M | 238% |
| Annual Yield % from dividends | 3.51 | 3.24 | 108% |
| Returns for 1 year | 0.23 | -0.50 | -45% |
| Returns for 3 years | 8.90 | 7.70 | 116% |
| Returns for 5 years | -0.65 | 0.09 | -691% |
| Returns for 10 years | 1.39 | 9.51 | 15% |
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