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SWPRX vs SWYNX
SWPRX vs SWYNX Comparison Chart in %
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SWPRX vs. SWYNX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
SWYNX has more cash in the bank: 927M vs. SWPRX (106M). SWYNX pays higher dividends than SWPRX: SWYNX (1.81) vs SWPRX (1.57). SWPRX was incepted earlier than SWYNX: SWPRX (9 years) vs SWYNX (9 years). SWPRX (0.68) is less costly to investors than SWYNX (0.13). SWYNX is a more actively managed with annual turnover of: 13.00 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 : 12.29 vs. SWPRX (9.61). SWYNX return over 5 years is better than : 72.46 vs. SWPRX (53.20).
| SWPRX | SWYNX | SWPRX / SWYNX | |
| Total Expense Ratio | 0.58 | 0.08 | 725% |
| Annual Report Gross Expense Ratio | 0.68 | 0.13 | 523% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 9.994 | 9.969 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 927M | 11% |
| Annual Yield % from dividends | 1.57 | 1.81 | 87% |
| Returns for 1 year | 9.61 | 12.29 | 78% |
| Returns for 3 years | 41.72 | 52.81 | 79% |
| Returns for 5 years | 53.20 | 72.46 | 73% |
| Returns for 10 years | N/A | N/A | - |
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