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FNSFX vs SWPRX
FNSFX vs SWPRX Comparison Chart in %
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FNSFX vs. SWPRX commentary
Jul 05, 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: 6.92B vs. SWPRX (106M). SWPRX pays higher dividends than FNSFX: SWPRX (1.57) vs FNSFX (1.33). 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 (11.88) and FNSFX (11.31) have marching annual gain over last year. SWPRX return over 5 years is better than : 56.39 vs. FNSFX (46.69).
| 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 | 9.248 | 9.929 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.92B | 106M | 6,525% |
| Annual Yield % from dividends | 1.33 | 1.57 | 84% |
| Returns for 1 year | 11.31 | 11.88 | 95% |
| Returns for 3 years | 49.19 | 41.19 | 119% |
| Returns for 5 years | 46.69 | 56.39 | 83% |
| Returns for 10 years | N/A | N/A | - |
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