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FSWFX vs SFCWX
FSWFX vs SFCWX Comparison
Open Charts FSWFX vs SFCWX
FSWFX vs SFCWX Comparison Chart in %
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FSWFX vs. SFCWX commentary
Sep 12, 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 FSWFX is a Buy and SFCWX is a Buy.
FUNDAMENTALS
Fundamentals
FSWFX (91.4B) and SFCWX (91.4B) have equal amount of cash in the bank . SFCWX pays higher dividends than FSWFX: SFCWX (0.89) vs FSWFX (0.82). FSWFX was incepted earlier than SFCWX: FSWFX (6 years) vs SFCWX (10 years). FSWFX (0.76) is less costly to investors than SFCWX (0.65). FSWFX (41.00) and SFCWX (41.00) have comparable annual turnover. FSWFX has a lower initial minimum investment than SFCWX: FSWFX (250) vs SFCWX (1000000). SFCWX (9.47) and FSWFX (9.28) have marching annual gain over last year. SFCWX return over 5 years is better than : -7.61 vs. FSWFX (-8.01).
| FSWFX | SFCWX | FSWFX / SFCWX | |
| Total Expense Ratio | 0.76 | 0.65 | 117% |
| Annual Report Gross Expense Ratio | 0.76 | 0.65 | 117% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 12.495 | 12.575 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.4B | 91.4B | 100% |
| Annual Yield % from dividends | 0.82 | 0.89 | 92% |
| Returns for 1 year | 9.28 | 9.47 | 98% |
| Returns for 3 years | 38.59 | 39.16 | 99% |
| Returns for 5 years | -8.01 | -7.61 | 105% |
| Returns for 10 years | N/A | N/A | - |
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