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FRLPX vs SWNRX
FRLPX vs SWNRX Comparison Chart in %
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FRLPX vs. SWNRX commentary
Jun 30, 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: 21.6B vs. SWNRX (344M). FRLPX pays higher dividends than SWNRX: FRLPX (1.96) vs SWNRX (1.76). FRLPX was incepted earlier than SWNRX: FRLPX (5 years) vs SWNRX (12 years). SWNRX (0.58) is less costly to investors than FRLPX (0.05). FRLPX is a more actively managed with annual turnover of: 12.00 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 : 14.49 vs. SWNRX (11.57). FRLPX return over 5 years is better than : 74.07 vs. SWNRX (51.39).
| FRLPX | SWNRX | FRLPX / SWNRX | |
| Total Expense Ratio | 0.05 | 0.55 | 9% |
| Annual Report Gross Expense Ratio | 0.05 | 0.58 | 9% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 9.598 | 8.660 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.6B | 344M | 6,279% |
| Annual Yield % from dividends | 1.96 | 1.76 | 111% |
| Returns for 1 year | 14.49 | 11.57 | 125% |
| Returns for 3 years | 51.25 | 35.09 | 146% |
| Returns for 5 years | 74.07 | 51.39 | 144% |
| Returns for 10 years | N/A | 61.60 | - |
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