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FSWFX vs IENRX
FSWFX vs IENRX Comparison
Open Charts FSWFX vs IENRX
FSWFX vs IENRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 91.5B vs. IENRX (128M). IENRX pays higher dividends than FSWFX: IENRX (1.06) vs FSWFX (0.85). FSWFX was incepted earlier than IENRX: FSWFX (6 years) vs IENRX (12 years). IENRX (1.08) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 41.00 vs. IENRX (20.00). IENRX annual gain was more profitable for investors over the last year : 40.10 vs. FSWFX (24.19). IENRX return over 5 years is better than : 96.01 vs. FSWFX (0.39).
| FSWFX | IENRX | FSWFX / IENRX | |
| Total Expense Ratio | 0.76 | 0.82 | 93% |
| Annual Report Gross Expense Ratio | 0.76 | 1.08 | 70% |
| Fund Existence | 6 years | 12 years | - |
| Gain YTD | 16.982 | 16.696 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.5B | 128M | 71,484% |
| Annual Yield % from dividends | 0.85 | 1.06 | 81% |
| Returns for 1 year | 24.19 | 40.10 | 60% |
| Returns for 3 years | 43.98 | 41.76 | 105% |
| Returns for 5 years | 0.39 | 96.01 | 0% |
| Returns for 10 years | N/A | 19.14 | - |
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