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FRCZX vs SWCAX
FRCZX vs SWCAX Comparison
Open Charts FRCZX vs SWCAX
FRCZX vs SWCAX Comparison Chart in %
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FRCZX vs. SWCAX commentary
Jun 19, 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 FRCZX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
FRCZX has more cash in the bank: 1.41B vs. SWCAX (601M). FRCZX pays higher dividends than SWCAX: FRCZX (3.52) vs SWCAX (3.19). FRCZX was incepted earlier than SWCAX: FRCZX (18 years) vs SWCAX (34 years). FRCZX (0.56) is less costly to investors than SWCAX (0.41). SWCAX is a more actively managed with annual turnover of: 35.00 vs. FRCZX (22.85). SWCAX has a lower initial minimum investment than FRCZX: SWCAX (0) vs FRCZX (100000). FRCZX (5.81) and SWCAX (5.74) have marching annual gain over last year. SWCAX return over 5 years is better than : 3.53 vs. FRCZX (2.34).
| FRCZX | SWCAX | FRCZX / SWCAX | |
| Total Expense Ratio | 0.49 | 0.38 | 129% |
| Annual Report Gross Expense Ratio | 0.56 | 0.41 | 137% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 1.288 | 0.951 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 601M | 235% |
| Annual Yield % from dividends | 3.52 | 3.19 | 110% |
| Returns for 1 year | 5.81 | 5.74 | 101% |
| Returns for 3 years | 10.97 | 10.51 | 104% |
| Returns for 5 years | 2.34 | 3.53 | 66% |
| Returns for 10 years | 3.77 | 12.79 | 29% |
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