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FSWFX vs NALFX
FSWFX vs NALFX Comparison
Open Charts FSWFX vs NALFX
FSWFX vs NALFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 91.5B vs. NALFX (314M). NALFX pays higher dividends than FSWFX: NALFX (0.98) vs FSWFX (0.85). FSWFX was incepted earlier than NALFX: FSWFX (6 years) vs NALFX (44 years). NALFX (1.10) is less costly to investors than FSWFX (0.76). FSWFX is a more actively managed with annual turnover of: 41.00 vs. NALFX (4.09). FSWFX has a lower initial minimum investment than NALFX: FSWFX (250) vs NALFX (2500). NALFX annual gain was more profitable for investors over the last year : 30.18 vs. FSWFX (24.19). NALFX return over 5 years is better than : 6.28 vs. FSWFX (0.39).
| FSWFX | NALFX | FSWFX / NALFX | |
| Total Expense Ratio | 0.76 | 1.10 | 69% |
| Annual Report Gross Expense Ratio | 0.76 | 1.10 | 69% |
| Fund Existence | 6 years | 44 years | - |
| Gain YTD | 16.982 | 17.775 | 96% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.5B | 314M | 29,140% |
| Annual Yield % from dividends | 0.85 | 0.98 | 87% |
| Returns for 1 year | 24.19 | 30.18 | 80% |
| Returns for 3 years | 43.98 | 36.07 | 122% |
| Returns for 5 years | 0.39 | 6.28 | 6% |
| Returns for 10 years | N/A | 124.48 | - |
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