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FUIPX vs SWPRX
FUIPX vs SWPRX Comparison Chart
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FUIPX vs. SWPRX commentary
Apr 29, 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: 8.65B vs. SWPRX (92.7M). FUIPX pays higher dividends than SWPRX: FUIPX (2.01) vs SWPRX (1.74). FUIPX was incepted earlier than SWPRX: FUIPX (5 years) vs SWPRX (9 years). SWPRX (0.73) is less costly to investors than FUIPX (0.05). FUIPX is a more actively managed with annual turnover of: 13.00 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 : 9.51 vs. SWPRX (6.79).
| FUIPX | SWPRX | FUIPX / SWPRX | |
| Total Expense Ratio | 0.05 | 0.58 | 9% |
| Annual Report Gross Expense Ratio | 0.05 | 0.73 | 7% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | -0.276 | -1.096 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 92.7M | 9,330% |
| Annual Yield % from dividends | 2.01 | 1.74 | 116% |
| Returns for 1 year | 9.51 | 6.79 | 140% |
| Returns for 3 years | 28.74 | 17.57 | 164% |
| Returns for 5 years | N/A | 52.58 | - |
| Returns for 10 years | N/A | N/A | - |
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