Interact to see
Advertisement
Advertisement
FTYPX vs SWORX
FTYPX vs SWORX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FTYPX vs. SWORX commentary
May 24, 2025
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 FTYPX is a Hold and SWORX is a Hold.
FUNDAMENTALS
Fundamentals
FTYPX has more cash in the bank: 15.3B vs. SWORX (236M). FTYPX pays higher dividends than SWORX: FTYPX (2.03) vs SWORX (1.80). FTYPX was incepted earlier than SWORX: FTYPX (5 years) vs SWORX (12 years). SWORX (0.60) is less costly to investors than FTYPX (0.05). FTYPX is a more actively managed with annual turnover of: 8.00 vs. SWORX (4.00). SWORX has a lower initial minimum investment than FTYPX: SWORX (0) vs FTYPX (2000000000). FTYPX annual gain was more profitable for investors over the last year : 11.16 vs. SWORX (8.28).
| FTYPX | SWORX | FTYPX / SWORX | |
| Total Expense Ratio | 0.05 | 0.56 | 9% |
| Annual Report Gross Expense Ratio | 0.05 | 0.60 | 8% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 4.424 | 3.730 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 236M | 6,483% |
| Annual Yield % from dividends | 2.03 | 1.80 | 113% |
| Returns for 1 year | 11.16 | 8.28 | 135% |
| Returns for 3 years | 39.39 | 24.40 | 161% |
| Returns for 5 years | N/A | 52.58 | - |
| Returns for 10 years | N/A | 53.70 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers