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OWCAX vs SWCAX
OWCAX vs SWCAX Comparison
Open Charts OWCAX vs SWCAX
OWCAX vs SWCAX Comparison Chart in %
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OWCAX vs. SWCAX commentary
Sep 04, 2026
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 OWCAX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
SWCAX has more cash in the bank: 593M vs. OWCAX (392M). SWCAX pays higher dividends than OWCAX: SWCAX (3.24) vs OWCAX (2.59). OWCAX was incepted earlier than SWCAX: OWCAX (8 years) vs SWCAX (35 years). OWCAX (0.76) is less costly to investors than SWCAX (0.41). SWCAX is a more actively managed with annual turnover of: 35.00 vs. OWCAX (24.00). SWCAX has a lower initial minimum investment than OWCAX: SWCAX (0) vs OWCAX (1000). SWCAX annual gain was more profitable for investors over the last year : 2.95 vs. OWCAX (1.13). OWCAX return over 5 years is better than : 1.71 vs. SWCAX (1.42).
| OWCAX | SWCAX | OWCAX / SWCAX | |
| Total Expense Ratio | 0.57 | 0.38 | 150% |
| Annual Report Gross Expense Ratio | 0.76 | 0.41 | 185% |
| Fund Existence | 8 years | 35 years | - |
| Gain YTD | 0.000 | -0.636 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 593M | 66% |
| Annual Yield % from dividends | 2.59 | 3.24 | 80% |
| Returns for 1 year | 1.13 | 2.95 | 38% |
| Returns for 3 years | 7.62 | 8.81 | 86% |
| Returns for 5 years | 1.71 | 1.42 | 120% |
| Returns for 10 years | N/A | 10.33 | - |
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