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ONIFX vs SWEGX
ONIFX vs SWEGX Comparison
Open Charts ONIFX vs SWEGX
JPMorgan Investor Growth I
Price$28.32
Change+$0.14 (+0.50%)
VolumeN/A
Net Assets6.09B
Schwab MarketTrack All Equity
Price$25.72
Change+$0.13 (+0.51%)
VolumeN/A
Net Assets997.82M
ONIFX vs SWEGX Comparison Chart in %
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ONIFX vs. SWEGX commentary
Jul 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
ONIFX has more cash in the bank: 6.09B vs. SWEGX (998M). ONIFX pays higher dividends than SWEGX: ONIFX (2.30) vs SWEGX (1.66). 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 : 11.11 vs. SWEGX (8.34). SWEGX return over 5 years is better than : 57.31 vs. ONIFX (51.30).
| 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 | 8.238 | 9.923 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.09B | 998M | 610% |
| Annual Yield % from dividends | 2.30 | 1.66 | 139% |
| Returns for 1 year | 11.11 | 8.34 | 133% |
| Returns for 3 years | 37.07 | 38.24 | 97% |
| Returns for 5 years | 51.30 | 57.31 | 90% |
| Returns for 10 years | 61.26 | 61.57 | 99% |
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