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FUIPX vs SWYNX
FUIPX vs SWYNX Comparison Chart in %
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FUIPX vs. SWYNX commentary
Jul 17, 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: 10B vs. SWYNX (927M). FUIPX (1.85) and SWYNX (1.81) 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). SWYNX (12.29) and FUIPX (12.10) have marching annual gain over last year. SWYNX return over 5 years is better than : 72.46 vs. FUIPX (66.31).
| 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 | 10.514 | 9.969 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 927M | 1,078% |
| Annual Yield % from dividends | 1.85 | 1.81 | 102% |
| Returns for 1 year | 12.10 | 12.29 | 98% |
| Returns for 3 years | 53.24 | 52.81 | 101% |
| Returns for 5 years | 66.31 | 72.46 | 92% |
| Returns for 10 years | N/A | N/A | - |
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