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FUIPX vs SWYNX
FUIPX vs SWYNX Comparison Chart in %
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FUIPX vs. SWYNX commentary
Aug 15, 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 SWYNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FUIPX has more cash in the bank: 10.2B vs. SWYNX (961M). FUIPX (1.83) and SWYNX (1.79) have matching dividends . FUIPX was incepted earlier than SWYNX: FUIPX (5 years) vs SWYNX (9 years). SWYNX (0.13) is less costly to investors than FUIPX (0.05). SWYNX is a more actively managed with annual turnover of: 13.00 vs. FUIPX (11.00). SWYNX has a lower initial minimum investment than FUIPX: SWYNX (0) vs FUIPX (2000000000). FUIPX (18.06) and SWYNX (17.88) have marching annual gain over last year. SWYNX return over 5 years is better than : 69.38 vs. FUIPX (64.15).
| FUIPX | SWYNX | FUIPX / SWYNX | |
| Total Expense Ratio | 0.05 | 0.08 | 63% |
| Annual Report Gross Expense Ratio | 0.05 | 0.13 | 38% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 13.443 | 12.592 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 961M | 1,061% |
| Annual Yield % from dividends | 1.83 | 1.79 | 102% |
| Returns for 1 year | 18.06 | 17.88 | 101% |
| Returns for 3 years | 44.09 | 42.16 | 105% |
| Returns for 5 years | 64.15 | 69.38 | 92% |
| Returns for 10 years | N/A | N/A | - |
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