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FNSFX vs SWPRX
FNSFX vs SWPRX Comparison Chart in %
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FNSFX vs. SWPRX commentary
Aug 26, 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 FNSFX is a Hold and SWPRX is a Hold.
FUNDAMENTALS
Fundamentals
FNSFX has more cash in the bank: 7.04B vs. SWPRX (112M). SWPRX pays higher dividends than FNSFX: SWPRX (1.57) vs FNSFX (1.32). FNSFX was incepted earlier than SWPRX: FNSFX (8 years) vs SWPRX (9 years). SWPRX (0.68) and FNSFX (0.65) have similar cost to investors . FNSFX is a more actively managed with annual turnover of: 18.00 vs. SWPRX (2.00). FNSFX (0) and SWPRX (0) have matching initial minimum investment requirements. SWPRX (14.02) and FNSFX (13.79) have marching annual gain over last year. SWPRX return over 5 years is better than : 51.05 vs. FNSFX (42.30).
| FNSFX | SWPRX | FNSFX / SWPRX | |
| Total Expense Ratio | 0.65 | 0.58 | 112% |
| Annual Report Gross Expense Ratio | 0.65 | 0.68 | 96% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 13.389 | 13.991 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.04B | 112M | 6,281% |
| Annual Yield % from dividends | 1.32 | 1.57 | 84% |
| Returns for 1 year | 13.79 | 14.02 | 98% |
| Returns for 3 years | 47.31 | 38.99 | 121% |
| Returns for 5 years | 42.30 | 51.05 | 83% |
| Returns for 10 years | N/A | N/A | - |
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