Interact to see
Advertisement
Advertisement
FUIPX vs SWPRX
FUIPX vs SWPRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUIPX vs. SWPRX commentary
Aug 26, 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 FUIPX is a Hold and SWPRX is a Hold.
FUNDAMENTALS
Fundamentals
FUIPX has more cash in the bank: 10.2B vs. SWPRX (112M). FUIPX pays higher dividends than SWPRX: FUIPX (1.83) vs SWPRX (1.57). FUIPX was incepted earlier than SWPRX: FUIPX (5 years) vs SWPRX (9 years). SWPRX (0.68) is less costly to investors than FUIPX (0.05). FUIPX is a more actively managed with annual turnover of: 11.00 vs. SWPRX (2.00). SWPRX has a lower initial minimum investment than FUIPX: SWPRX (0) vs FUIPX (2000000000). FUIPX annual gain was more profitable for investors over the last year : 16.44 vs. SWPRX (14.02). FUIPX return over 5 years is better than : 65.34 vs. SWPRX (51.05).
| FUIPX | SWPRX | FUIPX / SWPRX | |
| Total Expense Ratio | 0.05 | 0.58 | 9% |
| Annual Report Gross Expense Ratio | 0.05 | 0.68 | 7% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 14.603 | 13.991 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 112M | 9,107% |
| Annual Yield % from dividends | 1.83 | 1.57 | 117% |
| Returns for 1 year | 16.44 | 14.02 | 117% |
| Returns for 3 years | 51.05 | 38.99 | 131% |
| Returns for 5 years | 65.34 | 51.05 | 128% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers