Ad is loading...
FNSFX vs SWPRX
FNSFX vs SWPRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FNSFX vs. SWPRX commentary
Apr 29, 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: 6.02B vs. SWPRX (92.7M). SWPRX pays higher dividends than FNSFX: SWPRX (1.74) vs FNSFX (1.47). FNSFX was incepted earlier than SWPRX: FNSFX (8 years) vs SWPRX (9 years). SWPRX (0.73) is less costly to investors than FNSFX (0.65). FNSFX is a more actively managed with annual turnover of: 13.00 vs. SWPRX (2.00). FNSFX (0) and SWPRX (0) have matching initial minimum investment requirements. FNSFX annual gain was more profitable for investors over the last year : 7.24 vs. SWPRX (6.79). SWPRX return over 5 years is better than : 52.58 vs. FNSFX (41.99).
| FNSFX | SWPRX | FNSFX / SWPRX | |
| Total Expense Ratio | 0.65 | 0.58 | 112% |
| Annual Report Gross Expense Ratio | 0.65 | 0.73 | 89% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 0.000 | -1.096 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.02B | 92.7M | 6,496% |
| Annual Yield % from dividends | 1.47 | 1.74 | 85% |
| Returns for 1 year | 7.24 | 6.79 | 107% |
| Returns for 3 years | 18.31 | 17.57 | 104% |
| Returns for 5 years | 41.99 | 52.58 | 80% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers