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FUIPX vs SWYNX
FUIPX vs SWYNX Comparison Chart in %
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FUIPX vs. SWYNX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
FUIPX has more cash in the bank: 10.6B vs. SWYNX (985M). FUIPX (1.78) and SWYNX (1.74) have matching dividends . FUIPX was incepted earlier than SWYNX: FUIPX (5 years) vs SWYNX (9 years). SWYNX (0.14) 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 (17.20) and SWYNX (17.03) have marching annual gain over last year. SWYNX return over 5 years is better than : 70.13 vs. FUIPX (64.77).
| FUIPX | SWYNX | FUIPX / SWYNX | |
| Total Expense Ratio | 0.05 | 0.08 | 63% |
| Annual Report Gross Expense Ratio | 0.05 | 0.14 | 36% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 14.714 | 14.008 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 985M | 1,076% |
| Annual Yield % from dividends | 1.78 | 1.74 | 103% |
| Returns for 1 year | 17.20 | 17.03 | 101% |
| Returns for 3 years | 58.95 | 57.33 | 103% |
| Returns for 5 years | 64.77 | 70.13 | 92% |
| Returns for 10 years | N/A | N/A | - |
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