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FUIPX vs SWYNX
FUIPX vs SWYNX Comparison Chart
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FUIPX vs. SWYNX commentary
Apr 28, 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: 8.65B vs. SWYNX (800M). FUIPX (2.01) and SWYNX (1.99) 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). FUIPX is a more actively managed with annual turnover of: 13.00 vs. SWYNX (7.00). SWYNX has a lower initial minimum investment than FUIPX: SWYNX (0) vs FUIPX (2000000000). FUIPX (10.43) and SWYNX (10.40) have marching annual gain over last year.
| 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 | -0.276 | -1.259 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65B | 800M | 1,081% |
| Annual Yield % from dividends | 2.01 | 1.99 | 101% |
| Returns for 1 year | 10.43 | 10.40 | 100% |
| Returns for 3 years | 28.40 | 26.44 | 107% |
| Returns for 5 years | N/A | 78.23 | - |
| Returns for 10 years | N/A | N/A | - |
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