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AEGFX vs SWMIX
AEGFX vs SWMIX Comparison
Open Charts AEGFX vs SWMIX
American Funds Europacific Growth F1
Price$58.91
Change+$0.27 (+0.46%)
VolumeN/A
CapitalizationN/A
Schwab International Opportunities
Price$21.36
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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AEGFX vs SWMIX Comparison Chart
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AEGFX vs. SWMIX commentary
Oct 18, 2024
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 AEGFX is a Buy and SWMIX is a Sell.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. SWMIX (1.05B). SWMIX pays higher dividends than AEGFX: SWMIX (1.66) vs AEGFX (1.48). AEGFX was incepted earlier than SWMIX: AEGFX (24 years) vs SWMIX (21 years). SWMIX is a more actively managed with annual turnover of: 63.00 vs. AEGFX (34.00). SWMIX has a lower initial minimum investment than AEGFX: SWMIX (0) vs AEGFX (250). SWMIX annual gain was more profitable for investors over the last year : 18.95 vs. AEGFX (16.21). AEGFX return over 5 years is better than : 15.51 vs. SWMIX (-0.86).
| AEGFX | SWMIX | AEGFX / SWMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 8.101 | 6.717 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.05B | 13,010% |
| Annual Yield % from dividends | 1.48 | 1.66 | 89% |
| Returns for 1 year | 16.21 | 18.95 | 86% |
| Returns for 3 years | -13.90 | -28.32 | 49% |
| Returns for 5 years | 15.51 | -0.86 | -1,814% |
| Returns for 10 years | 33.84 | 2.31 | 1,465% |
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