Interact to see
Advertisement
Advertisement
FSMDX vs SWMCX
FSMDX vs SWMCX Comparison
Open Charts FSMDX vs SWMCX
FSMDX vs SWMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. SWMCX commentary
Sep 11, 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 FSMDX is a Hold and SWMCX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 53.1B vs. SWMCX (2.84B). SWMCX pays higher dividends than FSMDX: SWMCX (1.20) vs FSMDX (0.75). FSMDX was incepted earlier than SWMCX: FSMDX (15 years) vs SWMCX (9 years). SWMCX (0.04) is less costly to investors than FSMDX (0.03). FSMDX is a more actively managed with annual turnover of: 15.00 vs. SWMCX (11.00). FSMDX (0) and SWMCX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 16.94 vs. SWMCX (16.06). SWMCX return over 5 years is better than : 66.63 vs. FSMDX (42.85).
| FSMDX | SWMCX | FSMDX / SWMCX | |
| Total Expense Ratio | 0.03 | 0.04 | 63% |
| Annual Report Gross Expense Ratio | 0.03 | 0.04 | 63% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 15.895 | 15.844 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.1B | 2.84B | 1,867% |
| Annual Yield % from dividends | 0.75 | 1.20 | 62% |
| Returns for 1 year | 16.94 | 16.06 | 105% |
| Returns for 3 years | 59.17 | 78.07 | 76% |
| Returns for 5 years | 42.85 | 66.63 | 64% |
| Returns for 10 years | 170.90 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers