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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 (522M). SIFAX pays higher dividends than FWCBX: SIFAX (4.33) vs FWCBX (3.00). 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 : 10.71 vs. SIFAX (9.75). FWCBX return over 5 years is better than : 43.02 vs. SIFAX (30.45).
| 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 | 8.597 | 6.566 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 522M | 24,521% |
| Annual Yield % from dividends | 3.00 | 4.33 | 69% |
| Returns for 1 year | 10.71 | 9.75 | 110% |
| Returns for 3 years | 40.46 | 21.74 | 186% |
| Returns for 5 years | 43.02 | 30.45 | 141% |
| Returns for 10 years | N/A | 37.13 | - |
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