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FWCBX vs SIFAX
FWCBX vs SIFAX Comparison
Open Charts FWCBX vs SIFAX
FWCBX vs SIFAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 128B vs. SIFAX (518M). SIFAX pays higher dividends than FWCBX: SIFAX (4.24) vs FWCBX (2.97). FWCBX was incepted earlier than SIFAX: FWCBX (6 years) vs SIFAX (14 years). SIFAX (1.29) is less costly to investors than FWCBX (0.31). FWCBX is a more actively managed with annual turnover of: 50.00 vs. SIFAX (44.00). FWCBX has a lower initial minimum investment than SIFAX: FWCBX (250) vs SIFAX (100000). FWCBX annual gain was more profitable for investors over the last year : 12.18 vs. SIFAX (7.78). FWCBX return over 5 years is better than : 42.08 vs. SIFAX (29.66).
| FWCBX | SIFAX | FWCBX / SIFAX | |
| Total Expense Ratio | 0.31 | 1.04 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.29 | 24% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 7.411 | 5.429 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 518M | 24,710% |
| Annual Yield % from dividends | 2.97 | 4.24 | 70% |
| Returns for 1 year | 12.18 | 7.78 | 157% |
| Returns for 3 years | 42.50 | 21.07 | 202% |
| Returns for 5 years | 42.08 | 29.66 | 142% |
| Returns for 10 years | N/A | 35.98 | - |
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