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SWPRX vs SWYNX
SWPRX vs SWYNX Comparison Chart
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SWPRX vs. SWYNX commentary
Apr 27, 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 SWPRX is a Hold and SWYNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SWYNX has more cash in the bank: 800M vs. SWPRX (92.7M). SWYNX pays higher dividends than SWPRX: SWYNX (1.99) vs SWPRX (1.74). SWPRX was incepted earlier than SWYNX: SWPRX (9 years) vs SWYNX (9 years). SWPRX (0.73) is less costly to investors than SWYNX (0.13). SWYNX is a more actively managed with annual turnover of: 7.00 vs. SWPRX (2.00). SWPRX (0) and SWYNX (0) have matching initial minimum investment requirements. SWYNX annual gain was more profitable for investors over the last year : 9.99 vs. SWPRX (7.32). SWYNX return over 5 years is better than : 77.57 vs. SWPRX (58.91).
| SWPRX | SWYNX | SWPRX / SWYNX | |
| Total Expense Ratio | 0.58 | 0.08 | 725% |
| Annual Report Gross Expense Ratio | 0.73 | 0.13 | 562% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | -1.483 | -1.626 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.7M | 800M | 12% |
| Annual Yield % from dividends | 1.74 | 1.99 | 87% |
| Returns for 1 year | 7.32 | 9.99 | 73% |
| Returns for 3 years | 16.68 | 25.97 | 64% |
| Returns for 5 years | 58.91 | 77.57 | 76% |
| Returns for 10 years | N/A | N/A | - |
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