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FUIPX vs SWPRX
FUIPX vs SWPRX Comparison Chart
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FUIPX vs. SWPRX commentary
Feb 25, 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 (94.3M). FUIPX pays higher dividends than SWPRX: FUIPX (1.83) vs SWPRX (1.68). FUIPX was incepted earlier than SWPRX: FUIPX (5 years) vs SWPRX (9 years). FUIPX is a more actively managed with annual turnover of: 12.00 vs. SWPRX (4.00). 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 : 14.60 vs. SWPRX (12.18).
| FUIPX | SWPRX | FUIPX / SWPRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 3.920 | 3.611 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 94.3M | 9,174% |
| Annual Yield % from dividends | 1.83 | 1.68 | 109% |
| Returns for 1 year | 14.60 | 12.18 | 120% |
| Returns for 3 years | 25.87 | 15.74 | 164% |
| Returns for 5 years | N/A | 37.30 | - |
| Returns for 10 years | N/A | N/A | - |
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