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ONIFX vs SWEGX
ONIFX vs SWEGX Comparison
Open Charts ONIFX vs SWEGX
JPMorgan Investor Growth I
Price$27.17
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets5.86B
Schwab MarketTrack All Equity
Price$24.52
Change-$0.06 (-0.24%)
VolumeN/A
Net Assets957.22M
ONIFX vs SWEGX Comparison Chart
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ONIFX vs. SWEGX commentary
Jun 07, 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 ONIFX is a Hold and SWEGX is a Buy.
FUNDAMENTALS
Fundamentals
ONIFX has more cash in the bank: 5.86B vs. SWEGX (957M). ONIFX pays higher dividends than SWEGX: ONIFX (2.37) vs SWEGX (1.72). ONIFX was incepted earlier than SWEGX: ONIFX (29 years) vs SWEGX (27 years). ONIFX (0.74) is less costly to investors than SWEGX (0.50). SWEGX is a more actively managed with annual turnover of: 17.00 vs. ONIFX (5.00). SWEGX has a lower initial minimum investment than ONIFX: SWEGX (0) vs ONIFX (1000000). ONIFX annual gain was more profitable for investors over the last year : 8.78 vs. SWEGX (5.52). SWEGX (46.00) and ONIFX (43.82) have equivalent 5 years return.
| ONIFX | SWEGX | ONIFX / SWEGX | |
| Total Expense Ratio | 0.74 | 0.50 | 148% |
| Annual Report Gross Expense Ratio | 0.74 | 0.50 | 148% |
| Fund Existence | 29 years | 27 years | - |
| Gain YTD | 4.362 | 5.584 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.86B | 957M | 612% |
| Annual Yield % from dividends | 2.37 | 1.72 | 137% |
| Returns for 1 year | 8.78 | 5.52 | 159% |
| Returns for 3 years | 22.99 | 22.27 | 103% |
| Returns for 5 years | 43.82 | 46.00 | 95% |
| Returns for 10 years | 54.00 | 53.35 | 101% |
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