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FRLPX vs SWNRX
FRLPX vs SWNRX Comparison Chart
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FRLPX vs. SWNRX commentary
Apr 26, 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 FRLPX is a Hold and SWNRX is a Hold.
FUNDAMENTALS
Fundamentals
FRLPX has more cash in the bank: 20.2B vs. SWNRX (313M). FRLPX pays higher dividends than SWNRX: FRLPX (2.05) vs SWNRX (1.85). FRLPX was incepted earlier than SWNRX: FRLPX (5 years) vs SWNRX (12 years). SWNRX (0.60) is less costly to investors than FRLPX (0.05). FRLPX is a more actively managed with annual turnover of: 7.00 vs. SWNRX (2.00). SWNRX has a lower initial minimum investment than FRLPX: SWNRX (0) vs FRLPX (2000000000). FRLPX annual gain was more profitable for investors over the last year : 9.92 vs. SWNRX (7.11).
| FRLPX | SWNRX | FRLPX / SWNRX | |
| Total Expense Ratio | 0.05 | 0.56 | 9% |
| Annual Report Gross Expense Ratio | 0.05 | 0.60 | 8% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | -0.732 | -1.483 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.2B | 313M | 6,454% |
| Annual Yield % from dividends | 2.05 | 1.85 | 110% |
| Returns for 1 year | 9.92 | 7.11 | 140% |
| Returns for 3 years | 27.83 | 13.78 | 202% |
| Returns for 5 years | N/A | 49.79 | - |
| Returns for 10 years | N/A | 43.50 | - |
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