Interact to see
Advertisement
Advertisement
AEPCX vs SWMIX
AEPCX vs SWMIX Comparison
Open Charts AEPCX vs SWMIX
American Funds EUPAC C
Price$60.86
Change-$0.25 (-0.41%)
VolumeN/A
Net Assets132.22B
Schwab International Opportunities
Price$24.31
Change-$0.06 (-0.25%)
VolumeN/A
Net Assets1.14B
AEPCX vs SWMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. SWMIX commentary
Nov 20, 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 Hold and SWMIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 132B vs. SWMIX (1.14B). SWMIX pays higher dividends than AEPCX: SWMIX (1.60) vs AEPCX (0.15). 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 : 21.71 vs. AEPCX (11.92). AEPCX return over 5 years is better than : 0.06 vs. SWMIX (-6.91).
| 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 | 17.786 | 23.455 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 1.14B | 11,609% |
| Annual Yield % from dividends | 0.15 | 1.60 | 10% |
| Returns for 1 year | 11.92 | 21.71 | 55% |
| Returns for 3 years | 28.65 | 36.29 | 79% |
| Returns for 5 years | 0.06 | -6.91 | -1% |
| Returns for 10 years | 32.96 | 15.11 | 218% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement