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AEPCX vs SWMIX
AEPCX vs SWMIX Comparison
Open Charts AEPCX vs SWMIX
American Funds EUPAC C
Price$62.69
Change-$0.08 (-0.13%)
VolumeN/A
Net Assets138.77B
Schwab International Opportunities
Price$25.32
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets1.18B
AEPCX vs SWMIX Comparison Chart in %
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AEPCX vs. SWMIX commentary
Oct 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 139B vs. SWMIX (1.18B). SWMIX pays higher dividends than AEPCX: SWMIX (1.63) vs AEPCX (0.16). AEPCX was incepted earlier than SWMIX: AEPCX (25 years) vs SWMIX (22 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 : 18.85 vs. AEPCX (9.88). AEPCX return over 5 years is better than : 11.25 vs. SWMIX (3.91).
| 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 | 22 years | - |
| Gain YTD | 21.328 | 27.812 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 1.18B | 11,830% |
| Annual Yield % from dividends | 0.16 | 1.63 | 10% |
| Returns for 1 year | 9.88 | 18.85 | 52% |
| Returns for 3 years | 47.58 | 60.45 | 79% |
| Returns for 5 years | 11.25 | 3.91 | 288% |
| Returns for 10 years | 38.05 | 19.65 | 194% |
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