Interact to see
Advertisement
Advertisement
FRCZX vs SWCAX
FRCZX vs SWCAX Comparison
Open Charts FRCZX vs SWCAX
FRCZX vs SWCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FRCZX vs. SWCAX commentary
Sep 18, 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: 1.4B vs. SWCAX (586M). FRCZX pays higher dividends than SWCAX: FRCZX (3.60) vs SWCAX (3.24). 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 (10.23). 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 : 0.05 vs. SWCAX (-0.77). SWCAX return over 5 years is better than : -0.00 vs. FRCZX (-0.34).
| 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 | 35 years | - |
| Gain YTD | -1.128 | -2.106 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 586M | 238% |
| Annual Yield % from dividends | 3.60 | 3.24 | 111% |
| Returns for 1 year | 0.05 | -0.77 | -7% |
| Returns for 3 years | 9.09 | 7.69 | 118% |
| Returns for 5 years | -0.34 | -0.00 | 1,279,680% |
| Returns for 10 years | 1.86 | 9.41 | 20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers