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FCJTX vs SWORX
FCJTX vs SWORX Comparison Chart in %
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FCJTX vs. SWORX commentary
Jun 18, 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 FCJTX is a Hold and SWORX is a Hold.
FUNDAMENTALS
Fundamentals
FCJTX has more cash in the bank: 26.4B vs. SWORX (244M). SWORX pays higher dividends than FCJTX: SWORX (1.71) vs FCJTX (1.17). FCJTX was incepted earlier than SWORX: FCJTX (8 years) vs SWORX (12 years). SWORX (0.60) is less costly to investors than FCJTX (0.39). FCJTX is a more actively managed with annual turnover of: 5.00 vs. SWORX (4.00). SWORX has a lower initial minimum investment than FCJTX: SWORX (0) vs FCJTX (1000000). FCJTX annual gain was more profitable for investors over the last year : 11.18 vs. SWORX (10.39). SWORX (47.15) and FCJTX (46.51) have equivalent 5 years return.
| FCJTX | SWORX | FCJTX / SWORX | |
| Total Expense Ratio | 0.39 | 0.56 | 70% |
| Annual Report Gross Expense Ratio | 0.39 | 0.60 | 65% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 7.639 | 6.818 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.4B | 244M | 10,820% |
| Annual Yield % from dividends | 1.17 | 1.71 | 68% |
| Returns for 1 year | 11.18 | 10.39 | 108% |
| Returns for 3 years | 43.35 | 36.94 | 117% |
| Returns for 5 years | 46.51 | 47.15 | 99% |
| Returns for 10 years | N/A | 57.55 | - |
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