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FTYPX vs SWORX
FTYPX vs SWORX Comparison Chart in %
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FTYPX vs. SWORX commentary
Jul 04, 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: 17.1B vs. SWORX (250M). FTYPX pays higher dividends than SWORX: FTYPX (1.87) vs SWORX (1.64). 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: 12.00 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 : 14.24 vs. SWORX (11.36). FTYPX return over 5 years is better than : 70.11 vs. SWORX (49.63).
| 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 | 10.418 | 9.674 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 250M | 6,840% |
| Annual Yield % from dividends | 1.87 | 1.64 | 114% |
| Returns for 1 year | 14.24 | 11.36 | 125% |
| Returns for 3 years | 52.78 | 37.05 | 142% |
| Returns for 5 years | 70.11 | 49.63 | 141% |
| Returns for 10 years | N/A | 65.29 | - |
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