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AEPCX vs SWMIX
AEPCX vs SWMIX Comparison
Open Charts AEPCX vs SWMIX
American Funds Europacific Growth C
Price$54.46
Change-$0.89 (-1.61%)
VolumeN/A
CapitalizationN/A
Schwab International Opportunities
Price$20.63
Change-$0.41 (-1.95%)
VolumeN/A
CapitalizationN/A
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AEPCX vs SWMIX Comparison Chart
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AEPCX vs. SWMIX commentary
Sep 08, 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 AEPCX is a Buy and SWMIX is a Sell.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 133B vs. SWMIX (1.03B). SWMIX pays higher dividends than AEPCX: SWMIX (1.66) vs AEPCX (0.81). AEPCX was incepted earlier than SWMIX: AEPCX (24 years) vs SWMIX (20 years). SWMIX is a more actively managed with annual turnover of: 63.00 vs. AEPCX (34.00). SWMIX has a lower initial minimum investment than AEPCX: SWMIX (0) vs AEPCX (250). SWMIX annual gain was more profitable for investors over the last year : 9.92 vs. AEPCX (8.84). AEPCX return over 5 years is better than : 11.19 vs. SWMIX (-0.62).
| AEPCX | SWMIX | AEPCX / SWMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 5.221 | 5.163 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 1.03B | 12,963% |
| Annual Yield % from dividends | 0.81 | 1.66 | 49% |
| Returns for 1 year | 8.84 | 9.92 | 89% |
| Returns for 3 years | -20.07 | -31.69 | 63% |
| Returns for 5 years | 11.19 | -0.62 | -1,806% |
| Returns for 10 years | 16.43 | -8.10 | -203% |
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