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AEPCX vs SWMIX
AEPCX vs SWMIX Comparison
Open Charts AEPCX vs SWMIX
American Funds EUPAC C
Price$61.26
Change+$0.15 (+0.25%)
VolumeN/A
Net Assets136.84B
Schwab International Opportunities
Price$24.81
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets1.15B
AEPCX vs SWMIX Comparison Chart in %
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AEPCX vs. SWMIX commentary
Sep 17, 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 AEPCX is a Buy and SWMIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. SWMIX (1.16B). SWMIX pays higher dividends than AEPCX: SWMIX (1.67) vs AEPCX (0.16). AEPCX was incepted earlier than SWMIX: AEPCX (25 years) vs SWMIX (21 years). AEPCX (1.57) is less costly to investors than SWMIX (0.85). SWMIX is a more actively managed with annual turnover of: 57.00 vs. AEPCX (35.00). 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 : 18.94 vs. AEPCX (9.31). AEPCX return over 5 years is better than : 9.64 vs. SWMIX (3.35).
| AEPCX | SWMIX | AEPCX / SWMIX | |
| Total Expense Ratio | 1.57 | 0.85 | 185% |
| Annual Report Gross Expense Ratio | 1.57 | 0.85 | 185% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 18.560 | 25.431 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.16B | 11,861% |
| Annual Yield % from dividends | 0.16 | 1.67 | 10% |
| Returns for 1 year | 9.31 | 18.94 | 49% |
| Returns for 3 years | 37.90 | 46.18 | 82% |
| Returns for 5 years | 9.64 | 3.35 | 288% |
| Returns for 10 years | 38.27 | 19.11 | 200% |
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