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CEUAX vs SWMIX
CEUAX vs SWMIX Comparison
Open Charts CEUAX vs SWMIX
American Funds Europacific Growth 529A
Price$51.87
Change+$0.87 (+1.71%)
VolumeN/A
Net Assets116.48B
Schwab International Opportunities
Price$20.16
Change+$0.52 (+2.65%)
VolumeN/A
Net Assets977.41M
CEUAX vs SWMIX Comparison Chart
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CEUAX vs. SWMIX commentary
Apr 12, 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 CEUAX is a Hold and SWMIX is a Hold.
FUNDAMENTALS
Fundamentals
CEUAX has more cash in the bank: 116B vs. SWMIX (977M). SWMIX pays higher dividends than CEUAX: SWMIX (1.95) vs CEUAX (1.11). CEUAX was incepted earlier than SWMIX: CEUAX (23 years) vs SWMIX (21 years). CEUAX (0.86) and SWMIX (0.85) have similar cost to investors . SWMIX is a more actively managed with annual turnover of: 57.00 vs. CEUAX (30.00). SWMIX has a lower initial minimum investment than CEUAX: SWMIX (0) vs CEUAX (250). SWMIX annual gain was more profitable for investors over the last year : -2.67 vs. CEUAX (-8.60). CEUAX return over 5 years is better than : 23.16 vs. SWMIX (9.62).
| CEUAX | SWMIX | CEUAX / SWMIX | |
| Total Expense Ratio | 0.86 | 0.85 | 101% |
| Annual Report Gross Expense Ratio | 0.86 | 0.85 | 101% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | -1.854 | -0.507 | 366% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 977M | 11,873% |
| Annual Yield % from dividends | 1.11 | 1.95 | 57% |
| Returns for 1 year | -8.60 | -2.67 | 322% |
| Returns for 3 years | -0.25 | -1.36 | 19% |
| Returns for 5 years | 23.16 | 9.62 | 241% |
| Returns for 10 years | 13.79 | -12.88 | -107% |
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