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FWCBX vs SLFYX
FWCBX vs SLFYX Comparison
Open Charts FWCBX vs SLFYX
FWCBX vs SLFYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 130B vs. SLFYX (535M). SLFYX pays higher dividends than FWCBX: SLFYX (4.43) vs FWCBX (2.93). FWCBX was incepted earlier than SLFYX: FWCBX (6 years) vs SLFYX (12 years). SLFYX (1.04) is less costly to investors than FWCBX (0.31). FWCBX is a more actively managed with annual turnover of: 50.00 vs. SLFYX (44.00). FWCBX has a lower initial minimum investment than SLFYX: FWCBX (250) vs SLFYX (100000). SLFYX annual gain was more profitable for investors over the last year : 14.78 vs. FWCBX (11.96). FWCBX return over 5 years is better than : 47.05 vs. SLFYX (38.49).
| FWCBX | SLFYX | FWCBX / SLFYX | |
| Total Expense Ratio | 0.31 | 0.79 | 39% |
| Annual Report Gross Expense Ratio | 0.31 | 1.04 | 30% |
| Fund Existence | 6 years | 12 years | - |
| Gain YTD | 11.431 | 10.872 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 535M | 24,299% |
| Annual Yield % from dividends | 2.93 | 4.43 | 66% |
| Returns for 1 year | 11.96 | 14.78 | 81% |
| Returns for 3 years | 48.63 | 26.09 | 186% |
| Returns for 5 years | 47.05 | 38.49 | 122% |
| Returns for 10 years | N/A | 47.34 | - |