Interact to see
Advertisement
Advertisement
FNSFX vs SWPRX
FNSFX vs SWPRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FNSFX vs. SWPRX commentary
Nov 15, 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 FNSFX is a Hold and SWPRX is a Hold.
FUNDAMENTALS
Fundamentals
FNSFX has more cash in the bank: 7.73B vs. SWPRX (120M). SWPRX pays higher dividends than FNSFX: SWPRX (1.45) vs FNSFX (1.22). FNSFX was incepted earlier than SWPRX: FNSFX (8 years) vs SWPRX (9 years). SWPRX (0.68) and FNSFX (0.65) have similar cost to investors . FNSFX is a more actively managed with annual turnover of: 18.00 vs. SWPRX (2.00). FNSFX (0) and SWPRX (0) have matching initial minimum investment requirements. FNSFX annual gain was more profitable for investors over the last year : 15.38 vs. SWPRX (14.54). SWPRX return over 5 years is better than : 47.01 vs. FNSFX (37.51).
| FNSFX | SWPRX | FNSFX / SWPRX | |
| Total Expense Ratio | 0.65 | 0.58 | 112% |
| Annual Report Gross Expense Ratio | 0.65 | 0.68 | 96% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 17.874 | 17.924 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.73B | 120M | 6,441% |
| Annual Yield % from dividends | 1.22 | 1.45 | 84% |
| Returns for 1 year | 15.38 | 14.54 | 106% |
| Returns for 3 years | 54.33 | 46.89 | 116% |
| Returns for 5 years | 37.51 | 47.01 | 80% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement