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FSMDX vs SWMCX
FSMDX vs SWMCX Comparison
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FSMDX vs SWMCX Comparison Chart in %
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FSMDX vs. SWMCX commentary
Aug 01, 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 Buy and SWMCX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 53.2B vs. SWMCX (2.78B). SWMCX pays higher dividends than FSMDX: SWMCX (1.21) vs FSMDX (0.76). 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 (17.84) and SWMCX (17.00) have marching annual gain over last year. SWMCX return over 5 years is better than : 66.57 vs. FSMDX (42.75).
| 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 | 14.541 | 14.524 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.2B | 2.78B | 1,911% |
| Annual Yield % from dividends | 0.76 | 1.21 | 62% |
| Returns for 1 year | 17.84 | 17.00 | 105% |
| Returns for 3 years | 49.42 | 67.18 | 74% |
| Returns for 5 years | 42.75 | 66.57 | 64% |
| Returns for 10 years | 162.47 | N/A | - |
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