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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
Aug 26, 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 (605M). FRCZX pays higher dividends than SWCAX: FRCZX (3.62) vs SWCAX (3.25). FRCZX was incepted earlier than SWCAX: FRCZX (18 years) vs SWCAX (35 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 annual gain was more profitable for investors over the last year : 4.32 vs. SWCAX (3.91). SWCAX return over 5 years is better than : 2.12 vs. FRCZX (1.45).
| 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 | 35 years | - |
| Gain YTD | 0.623 | -0.074 | -847% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 605M | 233% |
| Annual Yield % from dividends | 3.62 | 3.25 | 111% |
| Returns for 1 year | 4.32 | 3.91 | 110% |
| Returns for 3 years | 11.11 | 10.09 | 110% |
| Returns for 5 years | 1.45 | 2.12 | 68% |
| Returns for 10 years | 2.92 | 11.07 | 26% |
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