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MXKVX vs SWLRX
MXKVX vs SWLRX Comparison
Open Charts MXKVX vs SWLRX
Empower Conservative Profile Instl
Price$9.84
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets1.34B
Schwab® Monthly Income Income Payout
Price$9.33
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets58.26M
MXKVX vs SWLRX Comparison Chart
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MXKVX vs. SWLRX commentary
Apr 30, 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 MXKVX is a Hold and SWLRX is a Buy.
FUNDAMENTALS
Fundamentals
MXKVX has more cash in the bank: 1.34B vs. SWLRX (58.3M). SWLRX pays higher dividends than MXKVX: SWLRX (4.84) vs MXKVX (2.65). MXKVX was incepted earlier than SWLRX: MXKVX (10 years) vs SWLRX (17 years). MXKVX (0.50) is less costly to investors than SWLRX (0.30). MXKVX is a more actively managed with annual turnover of: 26.00 vs. SWLRX (8.00). MXKVX (0) and SWLRX (0) have matching initial minimum investment requirements. SWLRX annual gain was more profitable for investors over the last year : 7.88 vs. MXKVX (5.07). MXKVX return over 5 years is better than : 17.44 vs. SWLRX (6.42).
| MXKVX | SWLRX | MXKVX / SWLRX | |
| Total Expense Ratio | 0.42 | 0.16 | 263% |
| Annual Report Gross Expense Ratio | 0.50 | 0.30 | 167% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 1.340 | 2.607 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 58.3M | 2,292% |
| Annual Yield % from dividends | 2.65 | 4.84 | 55% |
| Returns for 1 year | 5.07 | 7.88 | 64% |
| Returns for 3 years | 6.82 | 8.97 | 76% |
| Returns for 5 years | 17.44 | 6.42 | 272% |
| Returns for 10 years | 22.87 | 16.87 | 136% |
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