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FCJTX vs SWORX
FCJTX vs SWORX Comparison Chart in %
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FCJTX vs. SWORX commentary
Jul 19, 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: 27.3B vs. SWORX (255M). SWORX pays higher dividends than FCJTX: SWORX (1.64) vs FCJTX (1.11). 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 : 13.60 vs. SWORX (10.64). FCJTX (46.30) and SWORX (46.19) 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 | 11.688 | 9.848 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3B | 255M | 10,706% |
| Annual Yield % from dividends | 1.11 | 1.64 | 68% |
| Returns for 1 year | 13.60 | 10.64 | 128% |
| Returns for 3 years | 41.92 | 34.36 | 122% |
| Returns for 5 years | 46.30 | 46.19 | 100% |
| Returns for 10 years | N/A | 61.77 | - |
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