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FCQTX vs SWQRX
FCQTX vs SWQRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCQTX has more cash in the bank: 5.12B vs. SWQRX (32.7M). SWQRX pays higher dividends than FCQTX: SWQRX (1.55) vs FCQTX (1.01). FCQTX was incepted earlier than SWQRX: FCQTX (5 years) vs SWQRX (4 years). SWQRX (0.92) is less costly to investors than FCQTX (0.39). SWQRX is a more actively managed with annual turnover of: 7.00 vs. FCQTX (4.00). SWQRX has a lower initial minimum investment than FCQTX: SWQRX (0) vs FCQTX (1000000). FCQTX annual gain was more profitable for investors over the last year : 13.82 vs. SWQRX (12.14).
| FCQTX | SWQRX | FCQTX / SWQRX | |
| Total Expense Ratio | 0.39 | 0.58 | 67% |
| Annual Report Gross Expense Ratio | 0.39 | 0.92 | 42% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 11.492 | 10.488 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.12B | 32.7M | 15,642% |
| Annual Yield % from dividends | 1.01 | 1.55 | 65% |
| Returns for 1 year | 13.82 | 12.14 | 114% |
| Returns for 3 years | 48.83 | 42.19 | 116% |
| Returns for 5 years | 62.46 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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